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
751
$1.69K ﹤0.01%
4
752
$1.61K ﹤0.01%
22
753
$1.58K ﹤0.01%
12
-45
754
$1.52K ﹤0.01%
40
755
$1.49K ﹤0.01%
16
-3
756
$1.25K ﹤0.01%
6
+4
757
$1.18K ﹤0.01%
31
758
$925 ﹤0.01%
10
759
$894 ﹤0.01%
13
760
$580 ﹤0.01%
107
761
$563 ﹤0.01%
14
762
$509 ﹤0.01%
+3
763
$507 ﹤0.01%
10
764
$446 ﹤0.01%
15
765
$379 ﹤0.01%
6
766
$378 ﹤0.01%
3
767
$360 ﹤0.01%
1,000
768
$318 ﹤0.01%
18
769
$315 ﹤0.01%
+6
770
$228 ﹤0.01%
2
771
$197 ﹤0.01%
3
772
$178 ﹤0.01%
6
773
$166 ﹤0.01%
7
774
$131 ﹤0.01%
3
775
$114 ﹤0.01%
35
-1