We are live on ! Find out more
LFA

LGT Financial Advisors Portfolio holdings

AUM $19.5M
1-Year Est. Return 22.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$32.7M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$520K
2
+$498K
3
+$403K
4
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$370K
5
OEF icon
iShares S&P 100 ETF
OEF
+$361K

Top Sells

1
+$533K
2
+$463K
3
+$399K
4
MSFT icon
Microsoft
MSFT
+$387K
5
CVX icon
Chevron
CVX
+$304K

Sector Composition

1 Technology 8.22%
2 Energy 6.28%
3 Consumer Discretionary 2.09%
4 Financials 2.04%
5 Real Estate 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
– –
-131
677
– –
-202
678
– –
-118
679
– –
-142
680
– –
-194
681
– –
-383
682
– –
-105
683
– –
-69
684
– –
-188
685
– –
-46
686
– –
-379
687
– –
-4
688
– –
-7
689
– –
-287
690
– –
-308
691
– –
-293
692
– –
-81
693
– –
-218
694
– –
-33
695
– –
-71
696
– –
-54
697
– –
-118
698
– –
-103
699
– –
-384
700
– –
-346
26 27
28
29 30