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
526
$7.88K 0.01%
+118
527
$7.88K 0.01%
+284
528
$7.72K 0.01%
+204
529
$7.72K 0.01%
+38
530
$7.7K 0.01%
+222
531
$7.7K 0.01%
+377
532
$7.68K 0.01%
+95
533
$7.6K 0.01%
+274
534
$7.5K 0.01%
+105
535
$7.46K 0.01%
+50
536
$7.41K 0.01%
72
-7,805
537
$7.41K 0.01%
+47
538
$7.41K 0.01%
+49
539
$7.39K 0.01%
+50
540
$7.36K 0.01%
+199
541
$7.26K 0.01%
+31
542
$7.25K 0.01%
+41
543
$7.25K 0.01%
+198
544
$7.25K 0.01%
+89
545
$7.23K 0.01%
+217
546
$7.21K 0.01%
+159
547
$7.1K 0.01%
+529
548
$7.05K 0.01%
+690
549
$7.03K 0.01%
+295
550
$7.01K 0.01%
+68
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