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
776
$2.49K ﹤0.01%
+78
777
$2.48K ﹤0.01%
+37
778
$2.48K ﹤0.01%
+134
779
$2.47K ﹤0.01%
+33
780
$2.47K ﹤0.01%
+52
781
$2.47K ﹤0.01%
+15
782
$2.46K ﹤0.01%
+4
783
$2.46K ﹤0.01%
8
-2,526
784
$2.44K ﹤0.01%
+64
785
$2.44K ﹤0.01%
+85
786
$2.44K ﹤0.01%
+27
787
$2.43K ﹤0.01%
+124
788
$2.42K ﹤0.01%
+86
789
$2.42K ﹤0.01%
+102
790
$2.41K ﹤0.01%
+42
791
$2.41K ﹤0.01%
+120
792
$2.41K ﹤0.01%
+35
793
$2.4K ﹤0.01%
+35
794
$2.38K ﹤0.01%
+107
795
$2.38K ﹤0.01%
+88
796
$2.38K ﹤0.01%
+8
797
$2.38K ﹤0.01%
+172
798
$2.37K ﹤0.01%
+62
799
$2.37K ﹤0.01%
+110
800
$2.35K ﹤0.01%
+251
30 31
32
33 34