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
$78.7M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1
+$702K
2
+$356K
3
+$194K
4
MDLZ icon
Mondelez International
MDLZ
+$185K
5
MTB icon
M&T Bank
MTB
+$182K

Top Sells

1
+$1.23M
2
+$1.17M
3
+$1.09M
4
CVX icon
Chevron
CVX
+$1.08M
5
JPM icon
JPMorgan Chase
JPM
+$1.08M

Sector Composition

1 Consumer Staples 9.87%
2 Energy 9.72%
3 Healthcare 9.3%
4 Technology 8.3%
5 Industrials 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$4.88K 0.01%
+62
627
$4.86K 0.01%
15
-586
628
$4.83K 0.01%
+13
629
$4.79K 0.01%
21
-4,337
630
$4.79K 0.01%
+97
631
$4.78K 0.01%
+42
632
$4.75K 0.01%
+38
633
$4.74K 0.01%
+126
634
$4.69K 0.01%
22
-4,938
635
$4.64K 0.01%
+44
636
$4.63K 0.01%
+20
637
$4.62K 0.01%
+33
638
$4.62K 0.01%
+110
639
$4.58K 0.01%
+37
640
$4.55K 0.01%
+66
641
$4.54K 0.01%
+75
642
$4.54K 0.01%
+96
643
$4.53K 0.01%
+53
644
$4.52K 0.01%
+61
645
$4.51K 0.01%
+71
646
$4.49K 0.01%
+26
647
$4.49K 0.01%
+103
648
$4.49K 0.01%
+21
649
$4.42K 0.01%
+40
650
$4.37K 0.01%
+150
24 25
26
27 28