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
776
$109 ﹤0.01%
31
777
$102 ﹤0.01%
6
778
$96 ﹤0.01%
4
779
$60 ﹤0.01%
1
-907
780
$59 ﹤0.01%
1
781
$57 ﹤0.01%
1
782
$42 ﹤0.01%
1
783
$39 ﹤0.01%
1
784
$37 ﹤0.01%
4
785
$31 ﹤0.01%
1
786
– –
0
787
$19 ﹤0.01%
1
788
$14 ﹤0.01%
2
789
– –
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790
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0
791
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792
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793
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794
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795
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-211
796
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797
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798
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-203
799
– –
0
800
– –
-55
30 31
32
33 34