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
801
$1.67K ﹤0.01%
19
+6
802
$1.67K ﹤0.01%
+31
803
$1.57K ﹤0.01%
22
804
$1.53K ﹤0.01%
9
805
$1.35K ﹤0.01%
40
-500
806
$1.26K ﹤0.01%
20
807
$1.04K ﹤0.01%
17
808
$1.01K ﹤0.01%
100
-50
809
$847 ﹤0.01%
10
810
$838 ﹤0.01%
13
811
$670 ﹤0.01%
28
+1
812
$660 ﹤0.01%
107
813
$509 ﹤0.01%
10
-27
814
$502 ﹤0.01%
1,000
815
$486 ﹤0.01%
36
816
$463 ﹤0.01%
14
817
$432 ﹤0.01%
+15
818
$411 ﹤0.01%
+2
819
$379 ﹤0.01%
3
+1
820
$336 ﹤0.01%
+18
821
$309 ﹤0.01%
6
-32
822
$275 ﹤0.01%
11
+1
823
$189 ﹤0.01%
+3
824
$177 ﹤0.01%
31
825
$172 ﹤0.01%
+6
31 32
33
34 35