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
$86.1M
AUM Growth
+$4.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$337K
2
+$258K
3
+$225K
4
NVDA icon
NVIDIA
NVDA
+$208K
5
CRH icon
CRH
CRH
+$203K

Top Sells

1
+$691K
2
+$520K
3
+$159K
4
HD icon
Home Depot
HD
+$140K
5
MSFT icon
Microsoft
MSFT
+$133K

Sector Composition

1 Consumer Staples 9.78%
2 Technology 8.61%
3 Healthcare 8.4%
4 Energy 8.3%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$8.35K 0.01%
313
527
$8.33K 0.01%
74
528
$8.25K 0.01%
74
529
$8.2K 0.01%
167
530
$8.11K 0.01%
30
531
$8.07K 0.01%
246
532
$8.04K 0.01%
173
-45
533
$7.91K 0.01%
497
-288
534
$7.86K 0.01%
39
535
$7.72K 0.01%
401
536
$7.61K 0.01%
178
+113
537
$7.53K 0.01%
125
538
$7.41K 0.01%
43
539
$7.39K 0.01%
302
540
$7.36K 0.01%
35
541
$7.36K 0.01%
61
542
$7.31K 0.01%
144
-10
543
$7.3K 0.01%
17
544
$7.28K 0.01%
165
545
$7.23K 0.01%
42
546
$7.23K 0.01%
66
547
$7.17K 0.01%
76
548
$7.12K 0.01%
+124
549
$7.1K 0.01%
377
550
$7.09K 0.01%
23
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