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
$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
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