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
$81.8M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$485K
2
+$290K
3
+$248K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$190K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$187K

Top Sells

1
+$277K
2
+$228K
3
+$220K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$202K
5
AAPL icon
Apple
AAPL
+$189K

Sector Composition

1 Consumer Staples 9.81%
2 Healthcare 8.52%
3 Technology 8.48%
4 Energy 7.91%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$7.44K 0.01%
216
+102
552
$7.41K 0.01%
68
553
$7.34K 0.01%
377
554
$7.32K 0.01%
107
+2
555
$7.25K 0.01%
145
556
$7.13K 0.01%
20
557
$7.01K 0.01%
183
-325
558
$6.97K 0.01%
35
+6
559
$6.8K 0.01%
202
-102
560
$6.79K 0.01%
27
561
$6.78K 0.01%
54
562
$6.74K 0.01%
43
+27
563
$6.67K 0.01%
165
-33
564
$6.65K 0.01%
67
-689
565
$6.63K 0.01%
8
566
$6.6K 0.01%
108
+1
567
$6.58K 0.01%
23
-1
568
$6.51K 0.01%
16
569
$6.49K 0.01%
+125
570
$6.38K 0.01%
36
-14
571
$6.35K 0.01%
58
572
$6.34K 0.01%
96
573
$6.32K 0.01%
96
574
$6.3K 0.01%
203
+3
575
$6.3K 0.01%
61
21 22
23
24 25