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
726
$2.74K ﹤0.01%
422
727
$2.71K ﹤0.01%
24
728
$2.7K ﹤0.01%
28
729
$2.68K ﹤0.01%
25
730
$2.67K ﹤0.01%
74
731
$2.65K ﹤0.01%
7
732
$2.65K ﹤0.01%
116
+12
733
$2.63K ﹤0.01%
46
734
$2.59K ﹤0.01%
99
-23
735
$2.55K ﹤0.01%
330
736
$2.52K ﹤0.01%
49
737
$2.51K ﹤0.01%
63
738
$2.42K ﹤0.01%
82
739
$2.39K ﹤0.01%
90
740
$2.33K ﹤0.01%
85
741
$2.3K ﹤0.01%
49
742
$2.29K ﹤0.01%
60
743
$2.27K ﹤0.01%
64
744
$2.26K ﹤0.01%
140
745
$2.24K ﹤0.01%
42
746
$2.23K ﹤0.01%
47
747
$2.19K ﹤0.01%
69
748
$2.13K ﹤0.01%
24
749
$2.03K ﹤0.01%
300
750
$1.83K ﹤0.01%
10
+1
28 29
30
31 32