LFA

LGT Financial Advisors Portfolio holdings

AUM $46.4M
1-Year Est. Return 15.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.2%
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
+$416K
2
+$394K
3
+$287K
4
V icon
Visa
V
+$253K
5
ACN icon
Accenture
ACN
+$244K

Top Sells

1
+$706K
2
+$583K
3
+$197K
4
DMLP icon
Dorchester Minerals
DMLP
+$166K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$140K

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
626
$3.14K 0.01%
+38
627
$3.12K 0.01%
53
628
$3.12K 0.01%
+92
629
$3.09K 0.01%
38
-2
630
$3.08K 0.01%
83
631
$3.06K 0.01%
+118
632
$3.06K 0.01%
+18
633
$3.04K 0.01%
+23
634
$3.04K 0.01%
74
635
$3.03K 0.01%
25
636
$3.02K 0.01%
+30
637
$3.01K 0.01%
33
638
$3.01K 0.01%
26
-69
639
$3K 0.01%
10
640
$2.99K 0.01%
87
641
$2.98K 0.01%
19
-6
642
$2.98K 0.01%
22
-155
643
$2.97K 0.01%
+31
644
$2.97K 0.01%
+31
645
$2.97K 0.01%
+35
646
$2.95K 0.01%
+110
647
$2.93K 0.01%
44
-68
648
$2.9K 0.01%
60
649
$2.9K 0.01%
31
650
$2.89K 0.01%
12
+5
24 25
26
27 28