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
$93.7M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.24M
3
+$1.23M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.09M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.08M

Top Sells

1
+$435K
2
+$389K
3
+$321K
4
VZ icon
Verizon
VZ
+$274K
5
SUI icon
Sun Communities
SUI
+$233K

Sector Composition

1 Technology 11.83%
2 Healthcare 11%
3 Consumer Staples 10.35%
4 Industrials 9.3%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$498K 0.53%
2,245
52
$476K 0.51%
+3,441
53
$467K 0.5%
3,466
+522
54
$465K 0.5%
4,253
55
$465K 0.5%
+4,727
56
$462K 0.49%
10,827
57
$445K 0.47%
+4,639
58
$444K 0.47%
+5,318
59
$439K 0.47%
7,943
+2,014
60
$436K 0.46%
+3,100
61
$436K 0.46%
1,667
62
$432K 0.46%
+6,402
63
$417K 0.44%
4,758
64
$410K 0.44%
+3,792
65
$409K 0.44%
2,000
66
$392K 0.42%
2,367
+2
67
$389K 0.41%
1,303
+5
68
$388K 0.41%
+4,479
69
$387K 0.41%
38,735
+7,322
70
$385K 0.41%
+12,005
71
$384K 0.41%
+943
72
$383K 0.41%
3,614
+1,219
73
$380K 0.4%
+3,876
74
$378K 0.4%
+7,334
75
$367K 0.39%
5,560
1 2
3
4 5