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
676
$2.07K ﹤0.01%
31
677
$2K ﹤0.01%
30
678
$1.96K ﹤0.01%
10
679
$1.92K ﹤0.01%
49
680
$1.77K ﹤0.01%
+34
681
$1.72K ﹤0.01%
69
-4
682
$1.56K ﹤0.01%
16
683
$1.45K ﹤0.01%
4
684
$1.34K ﹤0.01%
77
685
$1.22K ﹤0.01%
25
686
$1.07K ﹤0.01%
47
687
$859 ﹤0.01%
31
688
$678 ﹤0.01%
15
-21
689
$656 ﹤0.01%
125
690
$627 ﹤0.01%
12
-9
691
$621 ﹤0.01%
39
692
$467 ﹤0.01%
9
+3
693
$422 ﹤0.01%
6
694
$402 ﹤0.01%
17
-304
695
$379 ﹤0.01%
107
696
$374 ﹤0.01%
5
-745
697
$363 ﹤0.01%
14
698
$278 ﹤0.01%
3
699
$237 ﹤0.01%
18
700
$230 ﹤0.01%
2
26 27
28
29 30