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
951
– –
-46
952
– –
-15
953
– –
-1,312
954
– –
-80
955
– –
-13
956
– –
-199
957
– –
-15
958
– –
-200
959
– –
-1,153
960
– –
0
961
– –
-11
962
– –
-11
963
– –
-8
964
– –
-603
965
– –
-1,065
966
– –
-87
967
– –
-5
968
– –
-18
969
– –
-134
970
– –
-2
971
– –
-11
972
– –
-6
973
– –
-3
974
– –
-40
975
– –
-1
37 38
39
40 41