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
$40.5M
AUM Growth
-$6.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$706K
2
+$383K
3
+$323K
4
MFC icon
Manulife Financial
MFC
+$180K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$175K

Top Sells

1
+$896K
2
+$776K
3
+$666K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$585K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$483K

Sector Composition

1 Technology 11.07%
2 Energy 5.93%
3 Industrials 4.79%
4 Consumer Discretionary 4.49%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$4.51K 0.01%
85
+3
552
$4.47K 0.01%
55
+3
553
$4.46K 0.01%
78
554
$4.46K 0.01%
+222
555
$4.31K 0.01%
96
556
$4.3K 0.01%
529
557
$4.3K 0.01%
+179
558
$4.29K 0.01%
46
559
$4.28K 0.01%
104
560
$4.23K 0.01%
103
561
$4.22K 0.01%
60
562
$4.2K 0.01%
23
563
$4.18K 0.01%
120
564
$4.17K 0.01%
31
565
$4.17K 0.01%
58
566
$4.17K 0.01%
44
567
$4.16K 0.01%
86
568
$4.15K 0.01%
43
569
$4.13K 0.01%
88
570
$4.12K 0.01%
71
571
$4.1K 0.01%
54
572
$4.08K 0.01%
23
-2
573
$4.08K 0.01%
+90
574
$4.05K 0.01%
130
575
$4.03K 0.01%
83
21 22
23
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