LFA

LGT Financial Advisors Portfolio holdings

AUM $39.4M
1-Year Est. Return 13.72%
This Quarter Est. Return
1 Year Est. Return
+13.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$86.1M
AUM Growth
+$4.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$337K
2
+$258K
3
+$225K
4
NVDA icon
NVIDIA
NVDA
+$208K
5
CRH icon
CRH
CRH
+$203K

Top Sells

1
+$691K
2
+$520K
3
+$159K
4
HD icon
Home Depot
HD
+$140K
5
MSFT icon
Microsoft
MSFT
+$133K

Sector Composition

1 Consumer Staples 9.78%
2 Technology 8.61%
3 Healthcare 8.4%
4 Energy 8.3%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$2.96K ﹤0.01%
82
702
$2.93K ﹤0.01%
60
703
$2.92K ﹤0.01%
87
704
$2.91K ﹤0.01%
56
-76
705
$2.9K ﹤0.01%
64
706
$2.9K ﹤0.01%
300
707
$2.88K ﹤0.01%
32
708
$2.88K ﹤0.01%
68
709
$2.87K ﹤0.01%
166
710
$2.86K ﹤0.01%
75
711
$2.86K ﹤0.01%
27
712
$2.85K ﹤0.01%
33
713
$2.85K ﹤0.01%
70
714
$2.83K ﹤0.01%
29
715
$2.82K ﹤0.01%
88
716
$2.81K ﹤0.01%
27
717
$2.81K ﹤0.01%
25
718
$2.79K ﹤0.01%
34
719
$2.79K ﹤0.01%
45
720
$2.78K ﹤0.01%
254
-171
721
$2.78K ﹤0.01%
124
722
$2.78K ﹤0.01%
8
723
$2.77K ﹤0.01%
139
724
$2.75K ﹤0.01%
120
725
$2.74K ﹤0.01%
197
27 28
29
30 31