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
$40.5M
AUM Growth
-$6.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$706K
2
+$383K
3
+$323K
4
MFC icon
Manulife Financial
MFC
+$180K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$175K

Top Sells

1
+$896K
2
+$776K
3
+$666K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$585K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$483K

Sector Composition

1 Technology 11.07%
2 Energy 5.93%
3 Industrials 4.79%
4 Consumer Discretionary 4.49%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$5.16K 0.01%
308
527
$5.13K 0.01%
36
528
$5.13K 0.01%
54
529
$5.07K 0.01%
55
530
$5.06K 0.01%
49
531
$5.04K 0.01%
95
+50
532
$5.02K 0.01%
114
533
$5K 0.01%
76
534
$4.99K 0.01%
61
535
$4.93K 0.01%
35
536
$4.93K 0.01%
26
-63
537
$4.92K 0.01%
48
538
$4.88K 0.01%
52
539
$4.87K 0.01%
151
-11
540
$4.84K 0.01%
219
-2,020
541
$4.79K 0.01%
113
542
$4.79K 0.01%
36
543
$4.77K 0.01%
36
544
$4.77K 0.01%
27
-3
545
$4.75K 0.01%
42
546
$4.68K 0.01%
26
547
$4.67K 0.01%
155
-113
548
$4.63K 0.01%
17
549
$4.54K 0.01%
85
550
$4.51K 0.01%
35
20 21
22
23 24