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
$40.5M
AUM Growth
-$6.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$706K
2
+$383K
3
+$323K
4
MFC icon
Manulife Financial
MFC
+$180K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$175K

Top Sells

1
+$896K
2
+$776K
3
+$666K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$585K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$483K

Sector Composition

1 Technology 11.07%
2 Energy 5.93%
3 Industrials 4.79%
4 Consumer Discretionary 4.49%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$6.1K 0.02%
167
502
$5.98K 0.01%
155
503
$5.88K 0.01%
89
504
$5.81K 0.01%
66
505
$5.71K 0.01%
92
506
$5.69K 0.01%
183
507
$5.67K 0.01%
52
-1
508
$5.67K 0.01%
40
509
$5.66K 0.01%
62
510
$5.6K 0.01%
96
511
$5.54K 0.01%
54
+20
512
$5.52K 0.01%
154
513
$5.5K 0.01%
73
514
$5.48K 0.01%
120
-390
515
$5.46K 0.01%
27
516
$5.38K 0.01%
73
517
$5.38K 0.01%
21
518
$5.32K 0.01%
56
519
$5.29K 0.01%
69
520
$5.25K 0.01%
27
521
$5.24K 0.01%
144
522
$5.24K 0.01%
61
523
$5.23K 0.01%
139
524
$5.18K 0.01%
25
525
$5.16K 0.01%
62
19 20
21
22 23