LFA

LGT Financial Advisors Portfolio holdings

AUM $39.4M
1-Year Est. Return 13.72%
This Quarter Est. Return
1 Year Est. Return
+13.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$86.1M
AUM Growth
+$4.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1 +$337K
2 +$258K
3 +$225K
4
NVDA icon
NVIDIA
NVDA
+$208K
5
CRH icon
CRH
CRH
+$203K

Top Sells

1 +$691K
2 +$520K
3 +$159K
4
HD icon
Home Depot
HD
+$140K
5
MSFT icon
Microsoft
MSFT
+$133K

Sector Composition

1 Consumer Staples 9.78%
2 Technology 8.61%
3 Healthcare 8.4%
4 Energy 8.3%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$5.65K 0.01%
25
602
$5.63K 0.01%
+115
603
$5.63K 0.01%
91
604
$5.57K 0.01%
+122
605
$5.56K 0.01%
155
606
$5.54K 0.01%
40
607
$5.5K 0.01%
104
-24
608
$5.46K 0.01%
+104
609
$5.45K 0.01%
73
610
$5.45K 0.01%
112
611
$5.45K 0.01%
+92
612
$5.42K 0.01%
42
613
$5.4K 0.01%
96
614
$5.39K 0.01%
33
615
$5.37K 0.01%
35
616
$5.36K 0.01%
64
-50
617
$5.32K 0.01%
+85
618
$5.31K 0.01%
25
619
$5.29K 0.01%
308
620
$5.25K 0.01%
21
621
$5.19K 0.01%
13
622
$5.17K 0.01%
13
623
$5.12K 0.01%
292
624
$5.11K 0.01%
36
625
$5.1K 0.01%
49