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
$32.7M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$492K
2
+$440K
3
+$396K
4
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$349K
5
OEF icon
iShares S&P 100 ETF
OEF
+$341K

Top Sells

1
+$507K
2
+$444K
3
+$357K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$340K
5
CVX icon
Chevron
CVX
+$324K

Sector Composition

1 Technology 8.22%
2 Energy 6.28%
3 Consumer Discretionary 2.09%
4 Financials 2.04%
5 Real Estate 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$141K 0.43%
4,524
-57
52
$134K 0.41%
1,149
-2,497
53
$132K 0.4%
+6,852
54
$130K 0.4%
349
55
$128K 0.39%
+1,518
56
$124K 0.38%
1,712
+53
57
$121K 0.37%
5,896
58
$121K 0.37%
4,323
-1,581
59
$121K 0.37%
751
-179
60
$119K 0.36%
4,000
61
$117K 0.36%
1,080
62
$117K 0.36%
821
-224
63
$115K 0.35%
1,852
+1,818
64
$113K 0.35%
1,495
65
$112K 0.34%
2,403
+2,394
66
$111K 0.34%
1,018
+45
67
$108K 0.33%
628
68
$107K 0.33%
978
+6
69
$106K 0.32%
1,745
70
$103K 0.31%
+4,051
71
$99.7K 0.3%
2,000
72
$98.9K 0.3%
3,146
+43
73
$98.8K 0.3%
3,818
+142
74
$98.7K 0.3%
1,339
+166
75
$98.1K 0.3%
1,076
+1,074
1 2
3
4 5