LFA

LGT Financial Advisors Portfolio holdings

AUM $16.3M
1-Year Est. Return 18.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$78.7M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1
+$702K
2
+$356K
3
+$194K
4
MDLZ icon
Mondelez International
MDLZ
+$185K
5
MTB icon
M&T Bank
MTB
+$182K

Top Sells

1
+$1.23M
2
+$1.17M
3
+$1.09M
4
CVX icon
Chevron
CVX
+$1.08M
5
JPM icon
JPMorgan Chase
JPM
+$1.08M

Sector Composition

1 Consumer Staples 9.87%
2 Energy 9.72%
3 Healthcare 9.3%
4 Technology 8.3%
5 Industrials 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$7K 0.01%
+154
552
$6.95K 0.01%
+17
553
$6.91K 0.01%
+1,391
554
$6.88K 0.01%
+148
555
$6.83K 0.01%
+20
556
$6.78K 0.01%
+75
557
$6.77K 0.01%
+313
558
$6.75K 0.01%
+74
559
$6.72K 0.01%
+163
560
$6.7K 0.01%
145
-994
561
$6.7K 0.01%
+61
562
$6.64K 0.01%
+80
563
$6.61K 0.01%
+167
564
$6.57K 0.01%
+71
565
$6.55K 0.01%
+35
566
$6.53K 0.01%
+27
567
$6.51K 0.01%
+146
568
$6.48K 0.01%
+132
569
$6.46K 0.01%
+237
570
$6.44K 0.01%
+66
571
$6.41K 0.01%
+69
572
$6.18K 0.01%
+246
573
$6.18K 0.01%
+205
574
$6.13K 0.01%
+36
575
$6.12K 0.01%
+133
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