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
651
$4.35K 0.01%
+94
652
$4.34K 0.01%
+41
653
$4.34K 0.01%
+82
654
$4.33K 0.01%
+36
655
$4.32K 0.01%
+752
656
$4.29K 0.01%
+42
657
$4.28K 0.01%
+76
658
$4.24K 0.01%
+140
659
$4.22K 0.01%
+310
660
$4.22K 0.01%
+36
661
$4.22K 0.01%
+5
662
$4.17K 0.01%
+84
663
$4.16K 0.01%
+61
664
$4.14K 0.01%
+88
665
$4.13K 0.01%
+100
666
$4.11K 0.01%
+171
667
$4.11K 0.01%
+10
668
$4.04K 0.01%
+50
669
$4.04K 0.01%
+120
670
$4.03K 0.01%
+73
671
$4.02K 0.01%
+31
672
$4.02K 0.01%
+43
673
$3.93K 0.01%
+292
674
$3.91K 0.01%
+152
675
$3.9K 0.01%
+10
25 26
27
28 29