LFA

LGT Financial Advisors Portfolio holdings

AUM $16.3M
1-Year Est. Return 18.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.47%
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
+$702K
2
+$356K
3
+$194K
4
MDLZ icon
Mondelez International
MDLZ
+$185K
5
MTB icon
M&T Bank
MTB
+$182K

Top Sells

1
+$1.23M
2
+$1.17M
3
+$1.09M
4
CVX icon
Chevron
CVX
+$1.08M
5
JPM icon
JPMorgan Chase
JPM
+$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
851
$1.65K ﹤0.01%
+19
852
$1.64K ﹤0.01%
+100
853
$1.64K ﹤0.01%
+11
854
$1.62K ﹤0.01%
+150
855
$1.59K ﹤0.01%
13
856
$1.56K ﹤0.01%
+38
857
$1.55K ﹤0.01%
+7
858
$1.51K ﹤0.01%
+15
859
$1.4K ﹤0.01%
+9
860
$1.32K ﹤0.01%
+3
861
$1.32K ﹤0.01%
+22
862
$1.31K ﹤0.01%
+12
863
$1.3K ﹤0.01%
+36
864
$1.29K ﹤0.01%
+90
865
$1.28K ﹤0.01%
+20
866
$1.23K ﹤0.01%
3
-2,168
867
$1.22K ﹤0.01%
+13
868
$1.21K ﹤0.01%
11
869
$1.19K ﹤0.01%
+7
870
$1.17K ﹤0.01%
+3
871
$1.11K ﹤0.01%
+10
872
$1.09K ﹤0.01%
+7
873
$1.09K ﹤0.01%
+4
874
$1.09K ﹤0.01%
+16
875
$1.08K ﹤0.01%
+11
33 34
35
36 37