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
$86.1M
AUM Growth
+$4.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1 +$337K
2 +$258K
3 +$225K
4
NVDA icon
NVIDIA
NVDA
+$208K
5
CRH icon
CRH
CRH
+$203K

Top Sells

1 +$691K
2 +$520K
3 +$159K
4
HD icon
Home Depot
HD
+$140K
5
MSFT icon
Microsoft
MSFT
+$133K

Sector Composition

1 Consumer Staples 9.78%
2 Technology 8.61%
3 Healthcare 8.4%
4 Energy 8.3%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$7.07K 0.01%
107
552
$7.06K 0.01%
113
553
$7.04K 0.01%
163
554
$6.99K 0.01%
183
555
$6.95K 0.01%
24
556
$6.93K 0.01%
68
557
$6.79K 0.01%
126
558
$6.78K 0.01%
202
559
$6.75K 0.01%
310
560
$6.75K 0.01%
105
561
$6.74K 0.01%
145
562
$6.66K 0.01%
94
563
$6.64K 0.01%
54
564
$6.63K 0.01%
50
565
$6.63K 0.01%
83
+81
566
$6.59K 0.01%
529
567
$6.57K 0.01%
67
568
$6.56K 0.01%
67
569
$6.54K 0.01%
186
570
$6.48K 0.01%
96
571
$6.46K 0.01%
139
572
$6.43K 0.01%
94
573
$6.42K 0.01%
121
574
$6.42K 0.01%
48
575
$6.39K 0.01%
91
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