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
$84.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$6.02M
3
+$4.8M
4
ISDX
Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF
ISDX
+$4.66M
5
CMBS icon
iShares CMBS ETF
CMBS
+$3.68M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 9.88%
2 Consumer Staples 9.47%
3 Energy 8.33%
4 Technology 5.11%
5 Financials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$342K 0.4%
+3,507
52
$341K 0.4%
+1,292
53
$338K 0.4%
+2,746
54
$331K 0.39%
+14,274
55
$330K 0.39%
+941
56
$325K 0.38%
+8,584
57
$318K 0.37%
+6,095
58
$314K 0.37%
+3,755
59
$309K 0.36%
+2,564
60
$307K 0.36%
+8,849
61
$305K 0.36%
+4,250
62
$302K 0.36%
+3,222
63
$300K 0.35%
+3,236
64
$297K 0.35%
+3,127
65
$292K 0.34%
+222
66
$292K 0.34%
+2,530
67
$289K 0.34%
+1,748
68
$282K 0.33%
+840
69
$277K 0.33%
+1,125
70
$276K 0.32%
+1,176
71
$273K 0.32%
+1,094
72
$266K 0.31%
+1,148
73
$261K 0.31%
+14,155
74
$261K 0.31%
+6,612
75
$259K 0.3%
+2,479
1 2
3
4 5