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
726
$3.04K ﹤0.01%
82
727
$3.03K ﹤0.01%
+32
728
$3.02K ﹤0.01%
171
729
$3K ﹤0.01%
82
730
$3K ﹤0.01%
61
731
$2.98K ﹤0.01%
120
732
$2.98K ﹤0.01%
27
733
$2.98K ﹤0.01%
+48
734
$2.96K ﹤0.01%
+127
735
$2.94K ﹤0.01%
124
736
$2.94K ﹤0.01%
88
737
$2.92K ﹤0.01%
+21
738
$2.92K ﹤0.01%
100
739
$2.9K ﹤0.01%
8
740
$2.86K ﹤0.01%
17
-6
741
$2.86K ﹤0.01%
31
742
$2.86K ﹤0.01%
+151
743
$2.86K ﹤0.01%
68
744
$2.81K ﹤0.01%
87
+11
745
$2.8K ﹤0.01%
33
746
$2.8K ﹤0.01%
197
747
$2.8K ﹤0.01%
+65
748
$2.8K ﹤0.01%
95
749
$2.79K ﹤0.01%
23
750
$2.79K ﹤0.01%
75
-4
28 29
30
31 32