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
$81.8M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$485K
2
+$290K
3
+$248K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$190K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$187K

Top Sells

1
+$277K
2
+$228K
3
+$220K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$202K
5
AAPL icon
Apple
AAPL
+$189K

Sector Composition

1 Consumer Staples 9.81%
2 Healthcare 8.52%
3 Technology 8.48%
4 Energy 7.91%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$8.03K 0.01%
74
527
$8.01K 0.01%
49
528
$8.01K 0.01%
199
529
$8K 0.01%
50
530
$8K 0.01%
313
531
$7.99K 0.01%
163
532
$7.98K 0.01%
131
533
$7.93K 0.01%
47
534
$7.89K 0.01%
154
-911
535
$7.87K 0.01%
529
536
$7.74K 0.01%
66
537
$7.7K 0.01%
237
538
$7.67K 0.01%
71
539
$7.65K 0.01%
53
-8
540
$7.64K 0.01%
302
-78
541
$7.62K 0.01%
40
-9
542
$7.62K 0.01%
92
543
$7.61K 0.01%
37
+1
544
$7.59K 0.01%
17
545
$7.58K 0.01%
81
546
$7.58K 0.01%
13
-25
547
$7.55K 0.01%
35
548
$7.52K 0.01%
145
-198
549
$7.51K 0.01%
122
550
$7.45K 0.01%
246
20 21
22
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