LFA

LGT Financial Advisors Portfolio holdings

AUM $16.3M
1-Year Est. Return 18.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$78.7M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1
+$702K
2
+$356K
3
+$194K
4
MDLZ icon
Mondelez International
MDLZ
+$185K
5
MTB icon
M&T Bank
MTB
+$182K

Top Sells

1
+$1.23M
2
+$1.17M
3
+$1.09M
4
CVX icon
Chevron
CVX
+$1.08M
5
JPM icon
JPMorgan Chase
JPM
+$1.08M

Sector Composition

1 Consumer Staples 9.87%
2 Energy 9.72%
3 Healthcare 9.3%
4 Technology 8.3%
5 Industrials 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$9.01K 0.01%
+34
502
$8.98K 0.01%
+50
503
$8.85K 0.01%
+177
504
$8.81K 0.01%
+30
505
$8.78K 0.01%
+346
506
$8.75K 0.01%
+37
507
$8.64K 0.01%
+1,340
508
$8.63K 0.01%
+69
509
$8.53K 0.01%
+105
510
$8.48K 0.01%
+238
511
$8.47K 0.01%
+178
512
$8.46K 0.01%
+213
513
$8.43K 0.01%
+380
514
$8.35K 0.01%
+326
515
$8.28K 0.01%
+41
516
$8.27K 0.01%
+104
517
$8.25K 0.01%
+129
518
$8.22K 0.01%
+176
519
$8.13K 0.01%
+207
520
$8.13K 0.01%
+118
521
$8.09K 0.01%
+60
522
$8K 0.01%
+401
523
$7.99K 0.01%
+108
524
$7.97K 0.01%
+186
525
$7.92K 0.01%
+89
19 20
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