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
776
$2.52K ﹤0.01%
64
-277
777
$2.51K ﹤0.01%
74
778
$2.5K ﹤0.01%
25
-1
779
$2.49K ﹤0.01%
120
-28
780
$2.48K ﹤0.01%
85
-199
781
$2.46K ﹤0.01%
47
782
$2.44K ﹤0.01%
+44
783
$2.44K ﹤0.01%
+104
784
$2.43K ﹤0.01%
+37
785
$2.41K ﹤0.01%
49
786
$2.4K ﹤0.01%
330
787
$2.4K ﹤0.01%
90
+16
788
$2.37K ﹤0.01%
7
789
$2.33K ﹤0.01%
28
-958
790
$2.28K ﹤0.01%
42
791
$2.27K ﹤0.01%
7
-3
792
$2.23K ﹤0.01%
24
793
$2.23K ﹤0.01%
4
794
$2.21K ﹤0.01%
102
+2
795
$2.21K ﹤0.01%
69
796
$2.2K ﹤0.01%
35
797
$2.15K ﹤0.01%
+24
798
$2.14K ﹤0.01%
140
799
$1.8K ﹤0.01%
104
+2
800
$1.68K ﹤0.01%
+74
30 31
32
33 34