LFA

LGT Financial Advisors Portfolio holdings

AUM $46.4M
1-Year Est. Return 15.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$45.2M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
786
New
Increased
Reduced
Closed

Top Buys

1
+$416K
2
+$394K
3
+$287K
4
V icon
Visa
V
+$253K
5
ACN icon
Accenture
ACN
+$244K

Top Sells

1
+$706K
2
+$583K
3
+$197K
4
DMLP icon
Dorchester Minerals
DMLP
+$166K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$140K

Sector Composition

1 Technology 13.69%
2 Financials 5.41%
3 Industrials 5.19%
4 Energy 5.13%
5 Healthcare 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$5.78K 0.01%
42
-45
527
$5.73K 0.01%
+114
528
$5.58K 0.01%
36
529
$5.56K 0.01%
95
+6
530
$5.55K 0.01%
+104
531
$5.52K 0.01%
52
532
$5.43K 0.01%
292
533
$5.41K 0.01%
167
534
$5.4K 0.01%
62
535
$5.38K 0.01%
48
536
$5.34K 0.01%
308
537
$5.32K 0.01%
27
538
$5.29K 0.01%
47
-7
539
$5.28K 0.01%
55
540
$5.17K 0.01%
+41
541
$5.17K 0.01%
74
542
$5.17K 0.01%
92
543
$5.14K 0.01%
73
544
$5.12K 0.01%
66
545
$5.1K 0.01%
222
546
$5.1K 0.01%
69
547
$5.08K 0.01%
25
548
$5.01K 0.01%
138
-17
549
$4.99K 0.01%
186
550
$4.92K 0.01%
73
20 21
22
23 24