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
$47.4M
AUM Growth
-$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1
+$922K
2
+$326K
3
+$299K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$295K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$219K

Top Sells

1
+$5.79M
2
+$3.36M
3
+$2.86M
4
CMBS icon
iShares CMBS ETF
CMBS
+$1.75M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$1.62M

Sector Composition

1 Technology 12.5%
2 Energy 5.68%
3 Consumer Discretionary 5.61%
4 Real Estate 5.23%
5 Industrials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$2.72K 0.01%
24
-57
702
$2.71K 0.01%
16
703
$2.69K 0.01%
32
704
$2.69K 0.01%
254
705
$2.68K 0.01%
48
706
$2.65K 0.01%
25
707
$2.65K 0.01%
116
708
$2.63K 0.01%
99
709
$2.63K 0.01%
87
710
$2.62K 0.01%
140
711
$2.62K 0.01%
27
712
$2.61K 0.01%
45
713
$2.58K 0.01%
25
714
$2.57K 0.01%
8
715
$2.57K 0.01%
18
716
$2.56K 0.01%
28
717
$2.56K 0.01%
29
718
$2.52K 0.01%
46
719
$2.52K 0.01%
30
720
$2.5K 0.01%
25
721
$2.45K 0.01%
+40
722
$2.43K 0.01%
74
723
$2.39K 0.01%
47
724
$2.28K ﹤0.01%
42
725
$2.27K ﹤0.01%
85
27 28
29
30 31