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
651
$4.57K 0.01%
100
652
$4.57K 0.01%
752
653
$4.53K 0.01%
35
654
$4.53K 0.01%
155
-83
655
$4.46K 0.01%
55
-23
656
$4.39K 0.01%
13
-4
657
$4.38K 0.01%
78
-19
658
$4.38K 0.01%
88
659
$4.37K 0.01%
15
660
$4.36K 0.01%
54
+1
661
$4.35K 0.01%
71
662
$4.34K 0.01%
40
663
$4.33K 0.01%
44
664
$4.32K 0.01%
41
665
$4.28K 0.01%
100
666
$4.21K 0.01%
22
667
$4.19K 0.01%
53
668
$4.18K 0.01%
120
669
$4.16K 0.01%
200
670
$4.15K 0.01%
25
671
$4.1K 0.01%
35
672
$4.09K 0.01%
43
673
$4.05K 0.01%
69
674
$4.04K ﹤0.01%
61
-6
675
$4.04K ﹤0.01%
82
25 26
27
28 29