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
$45.2M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
786
New
Increased
Reduced
Closed

Top Buys

1
+$398K
2
+$385K
3
+$304K
4
ACN icon
Accenture
ACN
+$250K
5
ROP icon
Roper Technologies
ROP
+$247K

Top Sells

1
+$706K
2
+$587K
3
+$203K
4
DMLP icon
Dorchester Minerals
DMLP
+$166K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$137K

Sector Composition

1 Technology 13.69%
2 Financials 5.41%
3 Industrials 5.19%
4 Energy 5.13%
5 Healthcare 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$3.56K 0.01%
23
602
$3.52K 0.01%
514
603
$3.44K 0.01%
82
604
$3.44K 0.01%
46
605
$3.43K 0.01%
46
606
$3.42K 0.01%
+71
607
$3.41K 0.01%
120
608
$3.39K 0.01%
24
609
$3.37K 0.01%
124
610
$3.37K 0.01%
96
-12
611
$3.36K 0.01%
88
612
$3.35K 0.01%
70
-8
613
$3.33K 0.01%
124
614
$3.33K 0.01%
18
615
$3.28K 0.01%
64
616
$3.28K 0.01%
91
617
$3.23K 0.01%
27
618
$3.22K 0.01%
22
-27
619
$3.21K 0.01%
58
620
$3.21K 0.01%
+89
621
$3.2K 0.01%
14
622
$3.2K 0.01%
27
623
$3.18K 0.01%
29
624
$3.16K 0.01%
81
+27
625
$3.15K 0.01%
60
23 24
25
26 27