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
876
$1.08K ﹤0.01%
+19
877
$1.01K ﹤0.01%
+20
878
$993 ﹤0.01%
+10
879
$977 ﹤0.01%
+13
880
$939 ﹤0.01%
+10
881
$923 ﹤0.01%
+18
882
$919 ﹤0.01%
+39
883
$908 ﹤0.01%
+17
884
$875 ﹤0.01%
+18
885
$869 ﹤0.01%
+23
886
$835 ﹤0.01%
+36
887
$835 ﹤0.01%
+5
888
$827 ﹤0.01%
+13
889
$753 ﹤0.01%
10
+1
890
$742 ﹤0.01%
+13
891
$718 ﹤0.01%
+21
892
$625 ﹤0.01%
+8
893
$618 ﹤0.01%
+27
894
$591 ﹤0.01%
+5
895
$578 ﹤0.01%
+15
896
$569 ﹤0.01%
+1,000
897
$555 ﹤0.01%
+107
898
$528 ﹤0.01%
+8
899
$506 ﹤0.01%
+6
900
$491 ﹤0.01%
+4
34 35
36
37 38