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
$47.4M
AUM Growth
-$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1
+$922K
2
+$326K
3
+$299K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$295K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$219K

Top Sells

1
+$5.79M
2
+$3.36M
3
+$2.86M
4
CMBS icon
iShares CMBS ETF
CMBS
+$1.75M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$1.62M

Sector Composition

1 Technology 12.5%
2 Energy 5.68%
3 Consumer Discretionary 5.61%
4 Real Estate 5.23%
5 Industrials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$6.45K 0.01%
+112
552
$6.45K 0.01%
310
553
$6.44K 0.01%
+72
554
$6.39K 0.01%
377
555
$6.39K 0.01%
5
556
$6.31K 0.01%
6
557
$6.18K 0.01%
167
558
$6.14K 0.01%
166
+2
559
$6.1K 0.01%
36
560
$6.07K 0.01%
308
561
$6.05K 0.01%
54
562
$6.03K 0.01%
311
563
$6.02K 0.01%
66
564
$6K 0.01%
120
+2
565
$5.95K 0.01%
298
-281
566
$5.91K 0.01%
43
567
$5.91K 0.01%
67
568
$5.9K 0.01%
+470
569
$5.87K 0.01%
122
570
$5.81K 0.01%
33
571
$5.8K 0.01%
+40
572
$5.79K 0.01%
113
573
$5.79K 0.01%
155
-2
574
$5.78K 0.01%
92
575
$5.72K 0.01%
84
21 22
23
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