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
$40.5M
AUM Growth
-$6.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$706K
2
+$383K
3
+$323K
4
MFC icon
Manulife Financial
MFC
+$180K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$175K

Top Sells

1
+$896K
2
+$776K
3
+$666K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$585K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$483K

Sector Composition

1 Technology 11.07%
2 Energy 5.93%
3 Industrials 4.79%
4 Consumer Discretionary 4.49%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$3.48K 0.01%
87
602
$3.48K 0.01%
81
603
$3.46K 0.01%
58
604
$3.41K 0.01%
23
605
$3.39K 0.01%
52
606
$3.38K 0.01%
80
-11
607
$3.35K 0.01%
+146
608
$3.33K 0.01%
+40
609
$3.33K 0.01%
68
610
$3.27K 0.01%
35
611
$3.27K 0.01%
27
612
$3.24K 0.01%
91
613
$3.23K 0.01%
120
614
$3.2K 0.01%
18
615
$3.17K 0.01%
27
616
$3.17K 0.01%
28
617
$3.15K 0.01%
24
618
$3.13K 0.01%
124
619
$3.1K 0.01%
25
620
$3.09K 0.01%
108
-1
621
$3.07K 0.01%
64
622
$3.03K 0.01%
82
623
$3.02K 0.01%
99
624
$3.01K 0.01%
25
625
$2.99K 0.01%
57
23 24
25
26 27