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
651
$2.89K 0.01%
68
652
$2.87K 0.01%
99
653
$2.83K 0.01%
50
-45
654
$2.83K 0.01%
7
655
$2.82K 0.01%
267
656
$2.81K 0.01%
+19
657
$2.78K 0.01%
140
658
$2.74K 0.01%
42
659
$2.72K 0.01%
102
660
$2.7K 0.01%
119
+1
661
$2.7K 0.01%
8
662
$2.62K 0.01%
45
663
$2.58K 0.01%
25
664
$2.58K 0.01%
15
665
$2.56K 0.01%
85
666
$2.55K 0.01%
87
-64
667
$2.52K 0.01%
18
668
$2.5K 0.01%
49
669
$2.42K 0.01%
300
670
$2.36K 0.01%
22
671
$2.25K 0.01%
16
672
$2.22K ﹤0.01%
224
673
$2.21K ﹤0.01%
29
674
$2.17K ﹤0.01%
63
675
$2.13K ﹤0.01%
24
25 26
27
28 29