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
826
$163 ﹤0.01%
2
827
$153 ﹤0.01%
+2
828
$153 ﹤0.01%
7
829
$136 ﹤0.01%
5
830
$113 ﹤0.01%
4
831
$112 ﹤0.01%
+3
832
$107 ﹤0.01%
+6
833
$85 ﹤0.01%
2
-866
834
$81 ﹤0.01%
+1
835
$58 ﹤0.01%
+1
836
$41 ﹤0.01%
+4
837
$40 ﹤0.01%
+1
838
$37 ﹤0.01%
+1
839
$22 ﹤0.01%
+1
840
$15 ﹤0.01%
+2
841
$14 ﹤0.01%
1
842
– –
-2,419
843
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844
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-83
845
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846
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847
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848
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-1,000
849
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850
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-107
32 33
34
35 36