LFA

LGT Financial Advisors Portfolio holdings

AUM $46.4M
1-Year Est. Return 15.2%
This Quarter Est. Return
1 Year Est. Return
+15.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$81.8M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$485K
2
+$290K
3
+$248K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$190K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$187K

Top Sells

1
+$277K
2
+$228K
3
+$220K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$202K
5
AAPL icon
Apple
AAPL
+$189K

Sector Composition

1 Consumer Staples 9.81%
2 Healthcare 8.52%
3 Technology 8.48%
4 Energy 7.91%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$9.38K 0.01%
28
-2
502
$9.2K 0.01%
94
+19
503
$9.09K 0.01%
38
504
$8.99K 0.01%
89
505
$8.98K 0.01%
108
506
$8.94K 0.01%
231
507
$8.91K 0.01%
224
+2
508
$8.76K 0.01%
118
509
$8.72K 0.01%
34
+20
510
$8.71K 0.01%
212
+5
511
$8.69K 0.01%
132
512
$8.68K 0.01%
60
513
$8.6K 0.01%
50
514
$8.55K 0.01%
167
515
$8.55K 0.01%
30
-1
516
$8.53K 0.01%
69
517
$8.46K 0.01%
113
518
$8.45K 0.01%
+64
519
$8.44K 0.01%
148
520
$8.43K 0.01%
170
-1,000
521
$8.42K 0.01%
200
522
$8.37K 0.01%
275
-44
523
$8.23K 0.01%
133
524
$8.08K 0.01%
+167
525
$8.06K 0.01%
105
19 20
21
22 23