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
676
$3.95K ﹤0.01%
36
677
$3.91K ﹤0.01%
27
678
$3.89K ﹤0.01%
112
679
$3.89K ﹤0.01%
+74
680
$3.86K ﹤0.01%
46
681
$3.76K ﹤0.01%
130
682
$3.71K ﹤0.01%
46
-1,020
683
$3.7K ﹤0.01%
71
684
$3.64K ﹤0.01%
23
685
$3.63K ﹤0.01%
49
686
$3.62K ﹤0.01%
104
+4
687
$3.61K ﹤0.01%
54
688
$3.61K ﹤0.01%
81
689
$3.61K ﹤0.01%
102
690
$3.6K ﹤0.01%
96
691
$3.6K ﹤0.01%
52
692
$3.58K ﹤0.01%
55
693
$3.53K ﹤0.01%
18
694
$3.5K ﹤0.01%
+442
695
$3.46K ﹤0.01%
260
+10
696
$3.46K ﹤0.01%
10
697
$3.42K ﹤0.01%
16
698
$3.39K ﹤0.01%
+50
699
$3.39K ﹤0.01%
52
700
$3.38K ﹤0.01%
60
26 27
28
29 30