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
$45.2M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
786
New
Increased
Reduced
Closed

Top Buys

1
+$398K
2
+$385K
3
+$304K
4
ACN icon
Accenture
ACN
+$250K
5
ROP icon
Roper Technologies
ROP
+$247K

Top Sells

1
+$706K
2
+$587K
3
+$203K
4
DMLP icon
Dorchester Minerals
DMLP
+$166K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$137K

Sector Composition

1 Technology 13.69%
2 Financials 5.41%
3 Industrials 5.19%
4 Energy 5.13%
5 Healthcare 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$4.87K 0.01%
49
552
$4.85K 0.01%
36
553
$4.84K 0.01%
+482
554
$4.83K 0.01%
26
555
$4.82K 0.01%
61
556
$4.82K 0.01%
62
557
$4.81K 0.01%
71
+31
558
$4.77K 0.01%
76
559
$4.76K 0.01%
114
560
$4.75K 0.01%
21
561
$4.7K 0.01%
130
562
$4.67K 0.01%
27
563
$4.66K 0.01%
35
564
$4.65K 0.01%
139
565
$4.65K 0.01%
44
566
$4.62K 0.01%
42
567
$4.62K 0.01%
85
568
$4.51K 0.01%
36
569
$4.49K 0.01%
54
570
$4.45K 0.01%
25
571
$4.4K 0.01%
97
-48
572
$4.38K 0.01%
71
573
$4.3K 0.01%
23
574
$4.24K 0.01%
23
575
$4.23K 0.01%
17
21 22
23
24 25