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
$78.7M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1
+$704K
2
+$342K
3
+$199K
4
WRB icon
W.R. Berkley
WRB
+$186K
5
LNT icon
Alliant Energy
LNT
+$181K

Top Sells

1
+$1.17M
2
+$1.17M
3
+$1.12M
4
CSCO icon
Cisco
CSCO
+$1.08M
5
EMR icon
Emerson Electric
EMR
+$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
926
$98 ﹤0.01%
+4
927
$57 ﹤0.01%
+2
928
$17 ﹤0.01%
+1
929
– –
-37,211
930
– –
-19
931
– –
-900
932
– –
-225
933
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-71
934
– –
-5,644
935
– –
-21,862
936
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0
937
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938
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-108
939
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-637
940
– –
-9,761
941
– –
-1,364
942
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0
943
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-20,336
944
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-1,500
945
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-54
946
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-3,066
947
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-207
948
– –
-84
949
$0 ﹤0.01%
+31
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