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
$78.7M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1
+$702K
2
+$356K
3
+$194K
4
MDLZ icon
Mondelez International
MDLZ
+$185K
5
MTB icon
M&T Bank
MTB
+$182K

Top Sells

1
+$1.23M
2
+$1.17M
3
+$1.09M
4
CVX icon
Chevron
CVX
+$1.08M
5
JPM icon
JPMorgan Chase
JPM
+$1.08M

Sector Composition

1 Consumer Staples 9.87%
2 Energy 9.72%
3 Healthcare 9.3%
4 Technology 8.3%
5 Industrials 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$5.38K 0.01%
+200
602
$5.34K 0.01%
+83
603
$5.33K 0.01%
+33
604
$5.3K 0.01%
137
-24,515
605
$5.27K 0.01%
40
-80
606
$5.23K 0.01%
+186
607
$5.22K 0.01%
+84
608
$5.2K 0.01%
+131
609
$5.19K 0.01%
+308
610
$5.18K 0.01%
+487
611
$5.17K 0.01%
+29
612
$5.15K 0.01%
+93
613
$5.08K 0.01%
+2
614
$5.08K 0.01%
+91
615
$5.08K 0.01%
+43
616
$5.06K 0.01%
+78
617
$5.01K 0.01%
+29
618
$4.98K 0.01%
60
-11,970
619
$4.97K 0.01%
+17
620
$4.97K 0.01%
+103
621
$4.95K 0.01%
+83
622
$4.94K 0.01%
+6
623
$4.91K 0.01%
+25
624
$4.89K 0.01%
+100
625
$4.89K 0.01%
+67
23 24
25
26 27