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
676
$3.45K ﹤0.01%
52
677
$3.41K ﹤0.01%
71
678
$3.4K ﹤0.01%
102
679
$3.36K ﹤0.01%
104
680
$3.35K ﹤0.01%
120
681
$3.35K ﹤0.01%
39
682
$3.28K ﹤0.01%
16
683
$3.26K ﹤0.01%
147
684
$3.23K ﹤0.01%
31
685
$3.22K ﹤0.01%
80
686
$3.21K ﹤0.01%
31
687
$3.2K ﹤0.01%
30
-41
688
$3.16K ﹤0.01%
109
-526
689
$3.14K ﹤0.01%
57
690
$3.13K ﹤0.01%
23
691
$3.09K ﹤0.01%
48
692
$3.08K ﹤0.01%
25
693
$3.06K ﹤0.01%
81
694
$3.04K ﹤0.01%
10
695
$3.04K ﹤0.01%
33
696
$3.01K ﹤0.01%
18
697
$3K ﹤0.01%
18
698
$2.99K ﹤0.01%
49
699
$2.98K ﹤0.01%
224
700
$2.97K ﹤0.01%
17
26 27
28
29 30