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
$81.8M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$485K
2
+$290K
3
+$248K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$190K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$187K

Top Sells

1
+$277K
2
+$228K
3
+$220K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$202K
5
AAPL icon
Apple
AAPL
+$189K

Sector Composition

1 Consumer Staples 9.81%
2 Healthcare 8.52%
3 Technology 8.48%
4 Energy 7.91%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$6.28K 0.01%
203
-1,477
577
$6.25K 0.01%
62
578
$6.23K 0.01%
25
579
$6.21K 0.01%
57
-15
580
$6.21K 0.01%
182
581
$6.21K 0.01%
91
582
$6.2K 0.01%
32
-9
583
$6.19K 0.01%
67
-13
584
$6.19K 0.01%
117
+2
585
$6.19K 0.01%
139
586
$6.17K 0.01%
121
+21
587
$6.15K 0.01%
21
588
$6.14K 0.01%
211
+6
589
$6.13K 0.01%
128
+3
590
$6.13K 0.01%
105
+1
591
$6.1K 0.01%
48
592
$6.09K 0.01%
102
+2
593
$6.07K 0.01%
24
-10
594
$6.04K 0.01%
76
595
$6.02K 0.01%
164
+2
596
$6.01K 0.01%
+311
597
$5.94K 0.01%
126
598
$5.93K 0.01%
310
599
$5.91K 0.01%
42
600
$5.88K 0.01%
+130
22 23
24
25 26