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
$47.4M
AUM Growth
-$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1
+$922K
2
+$326K
3
+$299K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$295K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$219K

Top Sells

1
+$5.79M
2
+$3.36M
3
+$2.86M
4
CMBS icon
iShares CMBS ETF
CMBS
+$1.75M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$1.62M

Sector Composition

1 Technology 12.5%
2 Energy 5.68%
3 Consumer Discretionary 5.61%
4 Real Estate 5.23%
5 Industrials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$7.52K 0.02%
74
527
$7.45K 0.02%
302
528
$7.42K 0.02%
+110
529
$7.42K 0.02%
108
+1
530
$7.41K 0.02%
110
531
$7.4K 0.02%
68
532
$7.31K 0.02%
309
+157
533
$7.29K 0.02%
+112
534
$7.28K 0.02%
+40
535
$7.26K 0.02%
246
536
$7.2K 0.02%
24
537
$7.18K 0.02%
96
538
$7.17K 0.02%
126
539
$7.16K 0.02%
125
540
$7.15K 0.02%
218
-132
541
$7.07K 0.01%
318
-537
542
$7.03K 0.01%
145
543
$7K 0.01%
106
+1
544
$6.8K 0.01%
23
545
$6.8K 0.01%
70
+3
546
$6.72K 0.01%
61
547
$6.6K 0.01%
112
548
$6.6K 0.01%
94
549
$6.6K 0.01%
17
550
$6.53K 0.01%
64
20 21
22
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