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
751
$2.68K ﹤0.01%
+95
752
$2.67K ﹤0.01%
+27
753
$2.65K ﹤0.01%
+26
754
$2.62K ﹤0.01%
+51
755
$2.6K ﹤0.01%
+60
756
$2.59K ﹤0.01%
+29
757
$2.59K ﹤0.01%
+361
758
$2.59K ﹤0.01%
+95
759
$2.58K ﹤0.01%
+48
760
$2.58K ﹤0.01%
+500
761
$2.56K ﹤0.01%
+73
762
$2.56K ﹤0.01%
+16
763
$2.55K ﹤0.01%
+23
764
$2.54K ﹤0.01%
45
-13,273
765
$2.54K ﹤0.01%
+213
766
$2.54K ﹤0.01%
+138
767
$2.53K ﹤0.01%
+166
768
$2.53K ﹤0.01%
+5
769
$2.52K ﹤0.01%
+14
770
$2.51K ﹤0.01%
+40
771
$2.51K ﹤0.01%
+74
772
$2.5K ﹤0.01%
+49
773
$2.5K ﹤0.01%
+33
774
$2.5K ﹤0.01%
+26
775
$2.49K ﹤0.01%
+76
29 30
31
32 33