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
$84.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$6.02M
3
+$4.8M
4
ISDX
Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF
ISDX
+$4.66M
5
CMBS icon
iShares CMBS ETF
CMBS
+$3.68M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 9.88%
2 Consumer Staples 9.47%
3 Energy 8.33%
4 Technology 5.11%
5 Financials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$257K 0.3%
+1,763
77
$249K 0.29%
+2,041
78
$249K 0.29%
+2,563
79
$248K 0.29%
+2,296
80
$246K 0.29%
+5,435
81
$246K 0.29%
+3,302
82
$243K 0.29%
+1,939
83
$239K 0.28%
+1,763
84
$234K 0.27%
+1,603
85
$231K 0.27%
+1,028
86
$229K 0.27%
+668
87
$227K 0.27%
+920
88
$224K 0.26%
+4,914
89
$224K 0.26%
+4,875
90
$221K 0.26%
+5,210
91
$219K 0.26%
+3,101
92
$218K 0.26%
+1,331
93
$217K 0.25%
+1,796
94
$210K 0.25%
+2,182
95
$208K 0.25%
+629
96
$207K 0.24%
+1,369
97
$206K 0.24%
+1,420
98
$206K 0.24%
+1,503
99
$205K 0.24%
+1,436
100
$201K 0.24%
+3,783
2 3
4
5 6