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
$78.7M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1
+$704K
2
+$342K
3
+$199K
4
WRB icon
W.R. Berkley
WRB
+$186K
5
LNT icon
Alliant Energy
LNT
+$181K

Top Sells

1
+$1.17M
2
+$1.17M
3
+$1.12M
4
CSCO icon
Cisco
CSCO
+$1.08M
5
EMR icon
Emerson Electric
EMR
+$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
676
$3.89K ﹤0.01%
+25
677
$3.86K ﹤0.01%
40
-11,138
678
$3.85K ﹤0.01%
+250
679
$3.83K ﹤0.01%
+126
680
$3.82K ﹤0.01%
+42
681
$3.79K ﹤0.01%
+69
682
$3.77K ﹤0.01%
+53
683
$3.76K ﹤0.01%
+82
684
$3.74K ﹤0.01%
+250
685
$3.73K ﹤0.01%
+100
686
$3.72K ﹤0.01%
+1,016
687
$3.67K ﹤0.01%
+114
688
$3.66K ﹤0.01%
+100
689
$3.65K ﹤0.01%
+35
690
$3.63K ﹤0.01%
+109
691
$3.61K ﹤0.01%
+35
692
$3.6K ﹤0.01%
36
693
$3.58K ﹤0.01%
+130
694
$3.58K ﹤0.01%
+53
695
$3.53K ﹤0.01%
+7
696
$3.51K ﹤0.01%
+102
697
$3.48K ﹤0.01%
8
-1,935
698
$3.45K ﹤0.01%
+22
699
$3.44K ﹤0.01%
+46
700
$3.37K ﹤0.01%
+58
26 27
28
29 30