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
$78.7M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1
+$702K
2
+$356K
3
+$194K
4
MDLZ icon
Mondelez International
MDLZ
+$185K
5
MTB icon
M&T Bank
MTB
+$182K

Top Sells

1
+$1.23M
2
+$1.17M
3
+$1.09M
4
CVX icon
Chevron
CVX
+$1.08M
5
JPM icon
JPMorgan Chase
JPM
+$1.08M

Sector Composition

1 Consumer Staples 9.87%
2 Energy 9.72%
3 Healthcare 9.3%
4 Technology 8.3%
5 Industrials 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$6.06K 0.01%
+76
577
$6.04K 0.01%
+145
578
$5.93K 0.01%
+222
579
$5.93K 0.01%
+67
580
$5.9K 0.01%
+39
581
$5.85K 0.01%
+58
582
$5.84K 0.01%
+78
583
$5.8K 0.01%
+102
584
$5.78K 0.01%
+139
585
$5.77K 0.01%
+107
586
$5.72K 0.01%
+76
587
$5.67K 0.01%
+92
588
$5.62K 0.01%
+24
589
$5.61K 0.01%
+122
590
$5.56K 0.01%
+16
591
$5.55K 0.01%
+96
592
$5.54K 0.01%
+48
593
$5.54K 0.01%
+8
594
$5.53K 0.01%
+54
595
$5.48K 0.01%
104
596
$5.44K 0.01%
+115
597
$5.42K 0.01%
+162
598
$5.41K 0.01%
125
+45
599
$5.4K 0.01%
+182
600
$5.38K 0.01%
+62
22 23
24
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