We are live on ! Find out more
LFA

LGT Financial Advisors Portfolio holdings

AUM $19.5M
1-Year Est. Return 22.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.6%
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
+$520K
2
+$498K
3
+$403K
4
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$370K
5
OEF icon
iShares S&P 100 ETF
OEF
+$361K

Top Sells

1
+$533K
2
+$463K
3
+$399K
4
MSFT icon
Microsoft
MSFT
+$387K
5
CVX icon
Chevron
CVX
+$304K

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
726
– –
-255
727
– –
-1,600
728
– –
-583
729
– –
-73
730
– –
-401
731
– –
-438
732
– –
-332
733
– –
-76
734
– –
-800
735
– –
-262
736
– –
-14
737
– –
-104
738
– –
-259
739
– –
-28
740
– –
-64
741
– –
-85
742
– –
-49
743
– –
-58
744
– –
-223
745
– –
-1,200
746
– –
-38
747
– –
-223
748
– –
-23
749
– –
-100
750
– –
-64
27 28 29
30
31