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
$78.7M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1
+$704K
2
+$342K
3
+$199K
4
WRB icon
W.R. Berkley
WRB
+$186K
5
LNT icon
Alliant Energy
LNT
+$181K

Top Sells

1
+$1.17M
2
+$1.17M
3
+$1.12M
4
CSCO icon
Cisco
CSCO
+$1.08M
5
EMR icon
Emerson Electric
EMR
+$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
20 21
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