LFA

LGT Financial Advisors Portfolio holdings

AUM $39.4M
1-Year Est. Return 13.72%
This Quarter Est. Return
1 Year Est. Return
+13.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$86.1M
AUM Growth
+$4.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$337K
2
+$258K
3
+$225K
4
NVDA icon
NVIDIA
NVDA
+$208K
5
CRH icon
CRH
CRH
+$203K

Top Sells

1
+$691K
2
+$520K
3
+$159K
4
HD icon
Home Depot
HD
+$140K
5
MSFT icon
Microsoft
MSFT
+$133K

Sector Composition

1 Consumer Staples 9.78%
2 Technology 8.61%
3 Healthcare 8.4%
4 Energy 8.3%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$6.34K 0.01%
110
577
$6.34K 0.01%
224
+1
578
$6.3K 0.01%
84
579
$6.28K 0.01%
164
580
$6.25K 0.01%
+356
581
$6.23K 0.01%
30
582
$6.22K 0.01%
128
-2
583
$6.21K 0.01%
203
584
$6.18K 0.01%
36
585
$6.17K 0.01%
32
586
$6.16K 0.01%
5
587
$6.15K 0.01%
311
588
$6.14K 0.01%
43
589
$6.14K 0.01%
10
590
$6.1K 0.01%
118
+1
591
$6.03K 0.01%
27
592
$5.97K 0.01%
237
593
$5.94K 0.01%
26
594
$5.89K 0.01%
224
-226
595
$5.84K 0.01%
133
596
$5.82K 0.01%
157
-184
597
$5.82K 0.01%
123
+1
598
$5.78K 0.01%
6
599
$5.75K 0.01%
81
600
$5.7K 0.01%
200
22 23
24
25 26