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
$47.4M
AUM Growth
-$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1
+$922K
2
+$326K
3
+$299K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$295K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$219K

Top Sells

1
+$5.79M
2
+$3.36M
3
+$2.86M
4
CMBS icon
iShares CMBS ETF
CMBS
+$1.75M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$1.62M

Sector Composition

1 Technology 12.5%
2 Energy 5.68%
3 Consumer Discretionary 5.61%
4 Real Estate 5.23%
5 Industrials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$5.67K 0.01%
66
577
$5.67K 0.01%
30
578
$5.67K 0.01%
183
579
$5.59K 0.01%
202
580
$5.57K 0.01%
89
+4
581
$5.55K 0.01%
332
-165
582
$5.55K 0.01%
41
+1
583
$5.35K 0.01%
91
584
$5.34K 0.01%
292
585
$5.26K 0.01%
25
586
$5.26K 0.01%
61
587
$5.24K 0.01%
+154
588
$5.23K 0.01%
139
589
$5.22K 0.01%
73
590
$5.22K 0.01%
200
591
$5.19K 0.01%
42
592
$5.17K 0.01%
+34
593
$5.11K 0.01%
96
594
$4.95K 0.01%
13
595
$4.94K 0.01%
56
+46
596
$4.94K 0.01%
+60
597
$4.87K 0.01%
162
-465
598
$4.86K 0.01%
27
599
$4.83K 0.01%
+103
600
$4.82K 0.01%
144
+1
22 23
24
25 26