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
$81.8M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$485K
2
+$290K
3
+$248K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$190K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$187K

Top Sells

1
+$277K
2
+$228K
3
+$220K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$202K
5
AAPL icon
Apple
AAPL
+$189K

Sector Composition

1 Consumer Staples 9.81%
2 Healthcare 8.52%
3 Technology 8.48%
4 Energy 7.91%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$345K 0.42%
243
+23
52
$339K 0.41%
10,324
-462
53
$339K 0.41%
3,600
54
$314K 0.38%
3,735
-5
55
$308K 0.38%
3,144
+40
56
$307K 0.38%
702
-243
57
$306K 0.37%
2,107
-683
58
$299K 0.37%
2,701
-428
59
$293K 0.36%
1,179
-137
60
$293K 0.36%
1,640
+43
61
$290K 0.36%
+1,300
62
$280K 0.34%
654
+17
63
$280K 0.34%
1,361
+38
64
$278K 0.34%
2,172
+65
65
$278K 0.34%
2,867
-580
66
$271K 0.33%
3,222
67
$271K 0.33%
2,579
-880
68
$265K 0.32%
2,903
-1,576
69
$256K 0.31%
4,914
70
$254K 0.31%
925
-78
71
$252K 0.31%
2,207
+13
72
$247K 0.3%
1,447
-8
73
$245K 0.3%
2,060
+13
74
$244K 0.3%
3,200
75
$236K 0.29%
1,525
+35
1 2
3
4 5