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
$81.8M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$485K
2
+$290K
3
+$248K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$190K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$187K

Top Sells

1
+$277K
2
+$228K
3
+$220K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$202K
5
AAPL icon
Apple
AAPL
+$189K

Sector Composition

1 Consumer Staples 9.81%
2 Healthcare 8.52%
3 Technology 8.48%
4 Energy 7.91%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$3.34K ﹤0.01%
36
702
$3.33K ﹤0.01%
50
703
$3.33K ﹤0.01%
17
704
$3.31K ﹤0.01%
29
705
$3.31K ﹤0.01%
80
706
$3.26K ﹤0.01%
51
707
$3.24K ﹤0.01%
22
708
$3.23K ﹤0.01%
152
709
$3.22K ﹤0.01%
39
710
$3.2K ﹤0.01%
500
711
$3.2K ﹤0.01%
58
712
$3.18K ﹤0.01%
+91
713
$3.17K ﹤0.01%
62
714
$3.14K ﹤0.01%
25
-3
715
$3.14K ﹤0.01%
+48
716
$3.13K ﹤0.01%
31
717
$3.12K ﹤0.01%
139
718
$3.12K ﹤0.01%
57
719
$3.1K ﹤0.01%
45
-165
720
$3.09K ﹤0.01%
104
721
$3.08K ﹤0.01%
203
+3
722
$3.08K ﹤0.01%
+147
723
$3.08K ﹤0.01%
+234
724
$3.06K ﹤0.01%
124
+17
725
$3.04K ﹤0.01%
166
27 28
29
30 31