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
$78.7M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1
+$704K
2
+$342K
3
+$199K
4
WRB icon
W.R. Berkley
WRB
+$186K
5
LNT icon
Alliant Energy
LNT
+$181K

Top Sells

1
+$1.17M
2
+$1.17M
3
+$1.12M
4
CSCO icon
Cisco
CSCO
+$1.08M
5
EMR icon
Emerson Electric
EMR
+$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
826
$2.2K ﹤0.01%
+74
827
$2.17K ﹤0.01%
+100
828
$2.17K ﹤0.01%
+57
829
$2.17K ﹤0.01%
+29
830
$2.17K ﹤0.01%
+238
831
$2.16K ﹤0.01%
+68
832
$2.12K ﹤0.01%
+47
833
$2.1K ﹤0.01%
+99
834
$2.1K ﹤0.01%
+99
835
$2.04K ﹤0.01%
+4
836
$2.03K ﹤0.01%
+12
837
$1.99K ﹤0.01%
37
-20,118
838
$1.99K ﹤0.01%
+9
839
$1.97K ﹤0.01%
+140
840
$1.92K ﹤0.01%
+11
841
$1.88K ﹤0.01%
+69
842
$1.86K ﹤0.01%
+54
843
$1.84K ﹤0.01%
+8
844
$1.84K ﹤0.01%
20
845
$1.78K ﹤0.01%
+15
846
$1.77K ﹤0.01%
+3
847
$1.75K ﹤0.01%
+90
848
$1.75K ﹤0.01%
+160
849
$1.71K ﹤0.01%
+102
850
$1.66K ﹤0.01%
+200
32 33
34
35 36