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
651
$3.57K 0.01%
44
652
$3.56K 0.01%
109
653
$3.54K 0.01%
104
654
$3.48K 0.01%
49
655
$3.48K 0.01%
130
656
$3.45K 0.01%
+289
657
$3.43K 0.01%
31
658
$3.39K 0.01%
31
659
$3.38K 0.01%
102
660
$3.35K 0.01%
71
661
$3.32K 0.01%
83
-50
662
$3.27K 0.01%
44
663
$3.25K 0.01%
39
664
$3.25K 0.01%
124
665
$3.25K 0.01%
+57
666
$3.24K 0.01%
+47
667
$3.2K 0.01%
52
668
$3.13K 0.01%
27
-1,290
669
$3.08K 0.01%
+48
670
$3.08K 0.01%
+514
671
$3.07K 0.01%
166
672
$3.06K 0.01%
81
673
$3.05K 0.01%
+35
674
$3.05K 0.01%
10
675
$3.05K 0.01%
54
-111
25 26
27
28 29