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
$47.4M
AUM Growth
-$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1
+$922K
2
+$326K
3
+$299K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$295K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$219K

Top Sells

1
+$5.79M
2
+$3.36M
3
+$2.86M
4
CMBS icon
iShares CMBS ETF
CMBS
+$1.75M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$1.62M

Sector Composition

1 Technology 12.5%
2 Energy 5.68%
3 Consumer Discretionary 5.61%
4 Real Estate 5.23%
5 Industrials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$4.76K 0.01%
36
602
$4.71K 0.01%
36
603
$4.66K 0.01%
40
604
$4.64K 0.01%
48
605
$4.63K 0.01%
22
606
$4.6K 0.01%
62
607
$4.58K 0.01%
25
608
$4.55K 0.01%
69
609
$4.55K 0.01%
92
-29
610
$4.53K 0.01%
76
611
$4.52K 0.01%
73
612
$4.52K 0.01%
27
613
$4.51K 0.01%
88
614
$4.5K 0.01%
114
615
$4.5K 0.01%
62
616
$4.5K 0.01%
26
617
$4.47K 0.01%
55
618
$4.41K 0.01%
49
619
$4.41K 0.01%
+6
620
$4.38K 0.01%
52
621
$4.24K 0.01%
82
+76
622
$4.21K 0.01%
21
623
$4.18K 0.01%
61
624
$4.18K 0.01%
36
625
$4.17K 0.01%
35
23 24
25
26 27