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
876
– –
-659
877
– –
-251
878
– –
-5,000
879
– –
-138
880
– –
-102
881
– –
-109
882
– –
-39
883
– –
-13
884
– –
-20
885
– –
-4
886
– –
-3
887
– –
-15
888
– –
-102
889
– –
-1,500
890
– –
-33
891
– –
-8
892
– –
-40
893
– –
-238
894
– –
-15
895
– –
-153
896
– –
-39
897
– –
-90
898
– –
-5
899
– –
-3
900
– –
-160
34 35
36
37 38