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
$81.8M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$485K
2
+$290K
3
+$248K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$190K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$187K

Top Sells

1
+$277K
2
+$228K
3
+$220K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$202K
5
AAPL icon
Apple
AAPL
+$189K

Sector Composition

1 Consumer Staples 9.81%
2 Healthcare 8.52%
3 Technology 8.48%
4 Energy 7.91%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$5.12K 0.01%
+675
627
$5.09K 0.01%
94
628
$5.06K 0.01%
5
629
$5.02K 0.01%
122
-32
630
$5.01K 0.01%
66
631
$4.99K 0.01%
30
-26
632
$4.99K 0.01%
10
633
$4.99K 0.01%
62
634
$4.97K 0.01%
78
+35
635
$4.8K 0.01%
292
636
$4.79K 0.01%
425
-62
637
$4.78K 0.01%
150
638
$4.77K 0.01%
73
-10
639
$4.75K 0.01%
75
640
$4.74K 0.01%
76
641
$4.72K 0.01%
82
642
$4.72K 0.01%
21
643
$4.69K 0.01%
110
-49
644
$4.66K 0.01%
78
645
$4.65K 0.01%
61
646
$4.64K 0.01%
31
647
$4.6K 0.01%
13
648
$4.6K 0.01%
20
649
$4.59K 0.01%
73
650
$4.58K 0.01%
143
+3
24 25
26
27 28