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
651
$4.09K ﹤0.01%
69
652
$4.07K ﹤0.01%
52
653
$4.06K ﹤0.01%
61
654
$4.05K ﹤0.01%
36
655
$4.01K ﹤0.01%
58
656
$4K ﹤0.01%
+263
657
$4K ﹤0.01%
17
658
$3.97K ﹤0.01%
103
659
$3.95K ﹤0.01%
85
-91
660
$3.91K ﹤0.01%
50
661
$3.87K ﹤0.01%
74
662
$3.86K ﹤0.01%
46
663
$3.79K ﹤0.01%
44
664
$3.77K ﹤0.01%
61
665
$3.75K ﹤0.01%
35
666
$3.72K ﹤0.01%
36
667
$3.71K ﹤0.01%
22
668
$3.69K ﹤0.01%
91
669
$3.69K ﹤0.01%
44
670
$3.67K ﹤0.01%
114
-102
671
$3.62K ﹤0.01%
124
672
$3.56K ﹤0.01%
152
673
$3.54K ﹤0.01%
22
674
$3.53K ﹤0.01%
96
675
$3.52K ﹤0.01%
45
25 26
27
28 29