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
$45.2M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
786
New
Increased
Reduced
Closed

Top Buys

1
+$398K
2
+$385K
3
+$304K
4
ACN icon
Accenture
ACN
+$250K
5
ROP icon
Roper Technologies
ROP
+$247K

Top Sells

1
+$706K
2
+$587K
3
+$203K
4
DMLP icon
Dorchester Minerals
DMLP
+$166K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$137K

Sector Composition

1 Technology 13.69%
2 Financials 5.41%
3 Industrials 5.19%
4 Energy 5.13%
5 Healthcare 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$6.75K 0.01%
24
502
$6.69K 0.01%
69
-1
503
$6.66K 0.01%
38
-76
504
$6.64K 0.01%
18
-36
505
$6.63K 0.01%
84
506
$6.57K 0.01%
92
507
$6.55K 0.01%
1,796
+90
508
$6.55K 0.01%
154
509
$6.54K 0.01%
182
510
$6.53K 0.01%
52
511
$6.49K 0.01%
120
512
$6.43K 0.01%
29
513
$6.41K 0.01%
27
514
$6.41K 0.01%
+64
515
$6.38K 0.01%
66
516
$6.36K 0.01%
49
517
$6.35K 0.01%
92
518
$6.18K 0.01%
94
519
$6.16K 0.01%
+332
520
$6.14K 0.01%
377
521
$6.09K 0.01%
123
+2
522
$6.04K 0.01%
47
-6
523
$6K 0.01%
219
524
$5.87K 0.01%
311
525
$5.79K 0.01%
+1,090
19 20
21
22 23