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
751
$2.79K ﹤0.01%
64
752
$2.78K ﹤0.01%
27
753
$2.76K ﹤0.01%
33
754
$2.75K ﹤0.01%
90
+4
755
$2.73K ﹤0.01%
224
756
$2.73K ﹤0.01%
99
757
$2.73K ﹤0.01%
18
758
$2.72K ﹤0.01%
51
-33
759
$2.7K ﹤0.01%
60
-93
760
$2.69K ﹤0.01%
49
-7
761
$2.66K ﹤0.01%
85
762
$2.66K ﹤0.01%
300
-35
763
$2.64K ﹤0.01%
+25
764
$2.64K ﹤0.01%
86
765
$2.62K ﹤0.01%
+26
766
$2.61K ﹤0.01%
49
767
$2.6K ﹤0.01%
60
-23
768
$2.59K ﹤0.01%
70
-5
769
$2.58K ﹤0.01%
+34
770
$2.58K ﹤0.01%
63
771
$2.56K ﹤0.01%
+29
772
$2.56K ﹤0.01%
+207
773
$2.56K ﹤0.01%
300
774
$2.56K ﹤0.01%
45
-7
775
$2.55K ﹤0.01%
48
29 30
31
32 33