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
$86.1M
AUM Growth
+$4.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$337K
2
+$258K
3
+$225K
4
NVDA icon
NVIDIA
NVDA
+$208K
5
CRH icon
CRH
CRH
+$203K

Top Sells

1
+$691K
2
+$520K
3
+$159K
4
HD icon
Home Depot
HD
+$140K
5
MSFT icon
Microsoft
MSFT
+$133K

Sector Composition

1 Consumer Staples 9.78%
2 Technology 8.61%
3 Healthcare 8.4%
4 Energy 8.3%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$9.9K 0.01%
50
502
$9.88K 0.01%
181
-148
503
$9.66K 0.01%
+104
504
$9.63K 0.01%
38
505
$9.61K 0.01%
131
506
$9.56K 0.01%
186
507
$9.53K 0.01%
199
508
$9.49K 0.01%
199
509
$9.47K 0.01%
275
510
$9.26K 0.01%
118
511
$9.21K 0.01%
98
-140
512
$9.21K 0.01%
167
513
$9.18K 0.01%
92
514
$9.1K 0.01%
47
515
$8.91K 0.01%
194
-279
516
$8.9K 0.01%
148
517
$8.86K 0.01%
212
518
$8.85K 0.01%
43
-78
519
$8.78K 0.01%
145
520
$8.76K 0.01%
95
+52
521
$8.51K 0.01%
49
522
$8.47K 0.01%
145
523
$8.38K 0.01%
58
524
$8.38K 0.01%
20
525
$8.36K 0.01%
182
19 20
21
22 23