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
676
$3.03K 0.01%
57
677
$3.03K 0.01%
33
678
$3.01K 0.01%
7
679
$3.01K 0.01%
+14
680
$2.99K 0.01%
80
681
$2.94K 0.01%
88
682
$2.91K 0.01%
60
683
$2.9K 0.01%
98
-2,035
684
$2.89K 0.01%
33
685
$2.88K 0.01%
23
686
$2.88K 0.01%
68
687
$2.87K 0.01%
27
688
$2.85K 0.01%
+29
689
$2.81K 0.01%
18
690
$2.81K 0.01%
300
691
$2.81K 0.01%
224
692
$2.77K 0.01%
15
-17
693
$2.76K 0.01%
45
694
$2.75K 0.01%
124
695
$2.75K 0.01%
+35
696
$2.75K 0.01%
+34
697
$2.74K 0.01%
+138
698
$2.74K 0.01%
120
699
$2.73K 0.01%
+89
700
$2.73K 0.01%
64
26 27
28
29 30