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
$86.1M
AUM Growth
+$4.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$337K
2
+$258K
3
+$225K
4
NVDA icon
NVIDIA
NVDA
+$208K
5
CRH icon
CRH
CRH
+$203K

Top Sells

1
+$691K
2
+$520K
3
+$159K
4
HD icon
Home Depot
HD
+$140K
5
MSFT icon
Microsoft
MSFT
+$133K

Sector Composition

1 Consumer Staples 9.78%
2 Technology 8.61%
3 Healthcare 8.4%
4 Energy 8.3%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$342K 0.4%
3,212
+68
52
$337K 0.39%
+7,578
53
$336K 0.39%
700
-2
54
$335K 0.39%
220
-23
55
$330K 0.38%
3,600
56
$325K 0.38%
2,081
-26
57
$323K 0.38%
3,111
+244
58
$310K 0.36%
9,471
-853
59
$290K 0.34%
1,465
-60
60
$283K 0.33%
1,538
-102
61
$282K 0.33%
886
-39
62
$280K 0.32%
5,532
-13,664
63
$278K 0.32%
2,212
+5
64
$273K 0.32%
2,377
-202
65
$271K 0.31%
3,200
66
$265K 0.31%
3,222
67
$262K 0.3%
2,915
+12
68
$260K 0.3%
1,051
-249
69
$258K 0.3%
+745
70
$257K 0.3%
2,121
+67
71
$254K 0.3%
4,316
-201
72
$254K 0.3%
4,420
+1,658
73
$254K 0.3%
2,071
+11
74
$252K 0.29%
1,447
75
$250K 0.29%
603
-24
1 2
3
4 5