LFA

LGT Financial Advisors Portfolio holdings

AUM $16.3M
1-Year Est. Return 18.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$78.7M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1
+$702K
2
+$356K
3
+$194K
4
MDLZ icon
Mondelez International
MDLZ
+$185K
5
MTB icon
M&T Bank
MTB
+$182K

Top Sells

1
+$1.23M
2
+$1.17M
3
+$1.09M
4
CVX icon
Chevron
CVX
+$1.08M
5
JPM icon
JPMorgan Chase
JPM
+$1.08M

Sector Composition

1 Consumer Staples 9.87%
2 Energy 9.72%
3 Healthcare 9.3%
4 Technology 8.3%
5 Industrials 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$3.37K ﹤0.01%
+17
702
$3.36K ﹤0.01%
+83
703
$3.35K ﹤0.01%
+335
704
$3.35K ﹤0.01%
+23
705
$3.3K ﹤0.01%
+23
706
$3.29K ﹤0.01%
+28
707
$3.24K ﹤0.01%
+197
708
$3.21K ﹤0.01%
+40
709
$3.2K ﹤0.01%
+148
710
$3.19K ﹤0.01%
+52
711
$3.19K ﹤0.01%
+36
712
$3.19K ﹤0.01%
+57
713
$3.19K ﹤0.01%
+22
714
$3.16K ﹤0.01%
+112
715
$3.14K ﹤0.01%
+100
716
$3.14K ﹤0.01%
+10
717
$3.1K ﹤0.01%
+10
718
$3.07K ﹤0.01%
+36
719
$3.07K ﹤0.01%
+100
720
$3.06K ﹤0.01%
+200
721
$3.05K ﹤0.01%
+27
722
$3.04K ﹤0.01%
+82
723
$3.02K ﹤0.01%
+200
724
$3K ﹤0.01%
+42
725
$3K ﹤0.01%
+71
27 28
29
30 31