LFA

LGT Financial Advisors Portfolio holdings

AUM $16.3M
1-Year Est. Return 18.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.47%
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
+$702K
2
+$356K
3
+$194K
4
MDLZ icon
Mondelez International
MDLZ
+$185K
5
MTB icon
M&T Bank
MTB
+$182K

Top Sells

1
+$1.23M
2
+$1.17M
3
+$1.09M
4
CVX icon
Chevron
CVX
+$1.08M
5
JPM icon
JPMorgan Chase
JPM
+$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
726
$2.98K ﹤0.01%
+52
727
$2.96K ﹤0.01%
+56
728
$2.95K ﹤0.01%
+330
729
$2.95K ﹤0.01%
+55
730
$2.94K ﹤0.01%
+43
731
$2.93K ﹤0.01%
+86
732
$2.89K ﹤0.01%
+52
733
$2.87K ﹤0.01%
+96
734
$2.87K ﹤0.01%
+75
735
$2.85K ﹤0.01%
+104
736
$2.85K ﹤0.01%
+49
737
$2.82K ﹤0.01%
+104
738
$2.82K ﹤0.01%
+81
739
$2.82K ﹤0.01%
+22
740
$2.81K ﹤0.01%
+139
741
$2.8K ﹤0.01%
+39
742
$2.8K ﹤0.01%
+80
743
$2.78K ﹤0.01%
+224
744
$2.78K ﹤0.01%
+31
745
$2.75K ﹤0.01%
+18
746
$2.71K ﹤0.01%
+22
747
$2.7K ﹤0.01%
+60
748
$2.7K ﹤0.01%
+54
749
$2.69K ﹤0.01%
+79
750
$2.68K ﹤0.01%
+61
28 29
30
31 32