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
801
$2.35K ﹤0.01%
+153
802
$2.35K ﹤0.01%
+18
803
$2.35K ﹤0.01%
+31
804
$2.34K ﹤0.01%
+63
805
$2.33K ﹤0.01%
+31
806
$2.33K ﹤0.01%
+39
807
$2.32K ﹤0.01%
+33
808
$2.31K ﹤0.01%
+82
809
$2.31K ﹤0.01%
+300
810
$2.29K ﹤0.01%
+16
811
$2.29K ﹤0.01%
+5
812
$2.29K ﹤0.01%
+137
813
$2.29K ﹤0.01%
+60
814
$2.29K ﹤0.01%
+33
815
$2.29K ﹤0.01%
+21
816
$2.28K ﹤0.01%
+107
817
$2.28K ﹤0.01%
+80
818
$2.26K ﹤0.01%
+9
819
$2.24K ﹤0.01%
+219
820
$2.23K ﹤0.01%
+6
821
$2.22K ﹤0.01%
+49
822
$2.22K ﹤0.01%
+10
823
$2.21K ﹤0.01%
+64
824
$2.21K ﹤0.01%
+42
825
$2.2K ﹤0.01%
+24
31 32
33
34 35