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
$81.8M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$485K
2
+$290K
3
+$248K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$190K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$187K

Top Sells

1
+$277K
2
+$228K
3
+$220K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$202K
5
AAPL icon
Apple
AAPL
+$189K

Sector Composition

1 Consumer Staples 9.81%
2 Healthcare 8.52%
3 Technology 8.48%
4 Energy 7.91%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$5.87K 0.01%
+94
602
$5.85K 0.01%
122
-23
603
$5.84K 0.01%
308
604
$5.81K 0.01%
84
605
$5.79K 0.01%
39
606
$5.77K 0.01%
186
607
$5.76K 0.01%
69
608
$5.68K 0.01%
33
609
$5.64K 0.01%
76
610
$5.64K 0.01%
769
-800
611
$5.58K 0.01%
50
-10
612
$5.55K 0.01%
43
613
$5.46K 0.01%
26
614
$5.45K 0.01%
110
615
$5.42K 0.01%
36
616
$5.38K 0.01%
223
+1
617
$5.33K 0.01%
103
618
$5.31K 0.01%
36
619
$5.29K 0.01%
33
620
$5.27K 0.01%
6
621
$5.21K 0.01%
25
-4
622
$5.18K 0.01%
42
623
$5.17K 0.01%
40
624
$5.17K 0.01%
2
625
$5.17K 0.01%
231
+121
23 24
25
26 27