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
$45.2M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
786
New
Increased
Reduced
Closed

Top Buys

1
+$398K
2
+$385K
3
+$304K
4
ACN icon
Accenture
ACN
+$250K
5
ROP icon
Roper Technologies
ROP
+$247K

Top Sells

1
+$706K
2
+$587K
3
+$203K
4
DMLP icon
Dorchester Minerals
DMLP
+$166K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$137K

Sector Composition

1 Technology 13.69%
2 Financials 5.41%
3 Industrials 5.19%
4 Energy 5.13%
5 Healthcare 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$4.23K 0.01%
80
577
$4.21K 0.01%
234
578
$4.16K 0.01%
54
579
$4.16K 0.01%
35
580
$4.15K 0.01%
+40
581
$4.13K 0.01%
87
+1
582
$4.12K 0.01%
35
583
$4.11K 0.01%
96
-176
584
$4.06K 0.01%
96
585
$4.02K 0.01%
80
586
$3.97K 0.01%
58
587
$3.97K 0.01%
103
588
$3.9K 0.01%
43
589
$3.86K 0.01%
81
590
$3.82K 0.01%
104
591
$3.77K 0.01%
39
592
$3.75K 0.01%
88
593
$3.67K 0.01%
36
-3
594
$3.64K 0.01%
50
595
$3.63K 0.01%
28
596
$3.59K 0.01%
529
597
$3.59K 0.01%
18
598
$3.58K 0.01%
92
-8
599
$3.58K 0.01%
52
600
$3.57K 0.01%
166
22 23
24
25 26