LFA

LGT Financial Advisors Portfolio holdings

AUM $19.5M
1-Year Est. Return 22.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.6%
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
+$318K
2
+$282K
3
+$224K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$183K
5
CRH icon
CRH
CRH
+$179K

Top Sells

1
+$690K
2
+$520K
3
+$148K
4
HD icon
Home Depot
HD
+$140K
5
MSFT icon
Microsoft
MSFT
+$128K

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
in Stake 		Capital Flow
826
– –
-344
827
– –
-13
828
– –
-48
829
– –
-64
830
– –
-82
831
– –
-82
832
– –
-37
833
– –
-1,267
834
– –
-628
835
– –
-603
836
– –
-78
837
– –
-69
838
– –
-41
839
– –
-75
840
– –
-78
841
– –
-203
842
– –
-260
843
– –
0
844
– –
-231
845
– –
-20
846
– –
-31
847
– –
-35
848
– –
-104
849
– –
-78
850
– –
-278
32 33
34
35 36