LFA

LGT Financial Advisors Portfolio holdings

AUM $39.4M
1-Year Est. Return 13.72%
This Quarter Est. Return
1 Year Est. Return
+13.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$86.1M
AUM Growth
+$4.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1 +$337K
2 +$258K
3 +$225K
4
NVDA icon
NVIDIA
NVDA
+$208K
5
CRH icon
CRH
CRH
+$203K

Top Sells

1 +$691K
2 +$520K
3 +$159K
4
HD icon
Home Depot
HD
+$140K
5
MSFT icon
Microsoft
MSFT
+$133K

Sector Composition

1 Consumer Staples 9.78%
2 Technology 8.61%
3 Healthcare 8.4%
4 Energy 8.3%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$5.03K 0.01%
110
627
$5K 0.01%
66
628
$4.98K 0.01%
61
629
$4.83K 0.01%
+36
630
$4.71K 0.01%
76
631
$4.68K 0.01%
120
632
$4.64K 0.01%
58
633
$4.6K 0.01%
21
634
$4.6K 0.01%
143
635
$4.48K 0.01%
62
636
$4.47K 0.01%
442
637
$4.43K 0.01%
130
638
$4.4K 0.01%
234
639
$4.35K 0.01%
200
640
$4.31K 0.01%
27
641
$4.3K 0.01%
54
642
$4.29K 0.01%
55
643
$4.27K 0.01%
53
644
$4.26K ﹤0.01%
40
645
$4.22K ﹤0.01%
752
646
$4.19K ﹤0.01%
23
647
$4.18K ﹤0.01%
88
648
$4.17K ﹤0.01%
73
649
$4.13K ﹤0.01%
29
650
$4.1K ﹤0.01%
62