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
$40.5M
AUM Growth
-$6.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$706K
2
+$383K
3
+$323K
4
MFC icon
Manulife Financial
MFC
+$180K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$175K

Top Sells

1
+$896K
2
+$776K
3
+$666K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$585K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$483K

Sector Composition

1 Technology 11.07%
2 Energy 5.93%
3 Industrials 4.79%
4 Consumer Discretionary 4.49%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$4K 0.01%
234
577
$4K 0.01%
46
-93
578
$3.85K 0.01%
49
579
$3.81K 0.01%
25
-9
580
$3.77K 0.01%
272
581
$3.77K 0.01%
35
582
$3.74K 0.01%
+39
583
$3.71K 0.01%
53
584
$3.7K 0.01%
39
585
$3.69K 0.01%
88
586
$3.69K 0.01%
33
587
$3.68K 0.01%
121
-354
588
$3.67K 0.01%
124
589
$3.66K 0.01%
44
590
$3.66K 0.01%
50
-180
591
$3.66K 0.01%
80
592
$3.63K 0.01%
+100
593
$3.56K 0.01%
46
594
$3.55K 0.01%
166
595
$3.54K 0.01%
105
-89
596
$3.53K 0.01%
7
597
$3.53K 0.01%
514
598
$3.51K 0.01%
+459
599
$3.49K 0.01%
55
600
$3.48K 0.01%
41
-53
22 23
24
25 26