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
$78.7M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1
+$704K
2
+$342K
3
+$199K
4
WRB icon
W.R. Berkley
WRB
+$186K
5
LNT icon
Alliant Energy
LNT
+$181K

Top Sells

1
+$1.17M
2
+$1.17M
3
+$1.12M
4
CSCO icon
Cisco
CSCO
+$1.08M
5
EMR icon
Emerson Electric
EMR
+$1.08M

Sector Composition

1 Consumer Staples 9.87%
2 Energy 9.72%
3 Healthcare 9.3%
4 Technology 8.3%
5 Industrials 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$331K 0.42%
1,682
+557
52
$329K 0.42%
1,316
-351
53
$328K 0.42%
8,651
54
$325K 0.41%
3,459
-4,404
55
$324K 0.41%
220
-4
56
$319K 0.41%
3,129
-663
57
$317K 0.4%
4,925
-1,477
58
$314K 0.4%
5,871
-2,072
59
$297K 0.38%
3,447
+993
60
$283K 0.36%
3,104
+445
61
$283K 0.36%
651
-185
62
$273K 0.35%
3,070
-173
63
$272K 0.35%
1,003
-56
64
$269K 0.34%
3,740
-136
65
$261K 0.33%
5,241
-1,896
66
$260K 0.33%
3,222
67
$249K 0.32%
1,597
-505
68
$241K 0.31%
637
-62
69
$237K 0.3%
1,323
-88
70
$236K 0.3%
7,295
-191
71
$236K 0.3%
2,047
+11
72
$231K 0.29%
1,455
-5,134
73
$231K 0.29%
1,490
-491
74
$230K 0.29%
2,107
-149
75
$228K 0.29%
1,493
-83
1 2
3
4 5