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
$47.4M
AUM Growth
-$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1
+$922K
2
+$326K
3
+$299K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$295K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$219K

Top Sells

1
+$5.79M
2
+$3.36M
3
+$2.86M
4
CMBS icon
iShares CMBS ETF
CMBS
+$1.75M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$1.62M

Sector Composition

1 Technology 12.5%
2 Energy 5.68%
3 Consumer Discretionary 5.61%
4 Real Estate 5.23%
5 Industrials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$4.16K 0.01%
29
627
$4.13K 0.01%
+580
628
$4.08K 0.01%
78
+8
629
$4.06K 0.01%
86
-37
630
$4.02K 0.01%
+25
631
$4.02K 0.01%
58
632
$3.95K 0.01%
43
-52
633
$3.94K 0.01%
46
634
$3.93K 0.01%
103
635
$3.92K 0.01%
529
636
$3.91K 0.01%
54
637
$3.85K 0.01%
234
638
$3.83K 0.01%
+52
639
$3.8K 0.01%
85
640
$3.8K 0.01%
17
641
$3.71K 0.01%
+55
642
$3.71K 0.01%
23
643
$3.69K 0.01%
58
644
$3.68K 0.01%
120
645
$3.68K 0.01%
35
646
$3.63K 0.01%
53
647
$3.61K 0.01%
91
648
$3.6K 0.01%
+21
649
$3.6K 0.01%
96
650
$3.59K 0.01%
+272
24 25
26
27 28