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
901
$484 ﹤0.01%
+25
902
$468 ﹤0.01%
+6
903
$464 ﹤0.01%
+35
904
$447 ﹤0.01%
+11
905
$428 ﹤0.01%
+3
906
$427 ﹤0.01%
+13
907
$420 ﹤0.01%
+6
908
$414 ﹤0.01%
+36
909
$402 ﹤0.01%
+2
910
$396 ﹤0.01%
+1
911
$383 ﹤0.01%
+46
912
$381 ﹤0.01%
+40
913
$377 ﹤0.01%
+14
914
$307 ﹤0.01%
+5
915
$304 ﹤0.01%
10
916
$272 ﹤0.01%
+1
917
$261 ﹤0.01%
+15
918
$246 ﹤0.01%
+2
919
$231 ﹤0.01%
+39
920
$210 ﹤0.01%
+5
921
$200 ﹤0.01%
+1
922
$182 ﹤0.01%
+15
923
$162 ﹤0.01%
+31
924
$160 ﹤0.01%
+7
925
$152 ﹤0.01%
2
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