LFA

LGT Financial Advisors Portfolio holdings

AUM $39.4M
1-Year Est. Return 13.72%
This Quarter Est. Return
1 Year Est. Return
+13.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$93.7M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.24M
3
+$1.23M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.09M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.08M

Top Sells

1
+$435K
2
+$389K
3
+$321K
4
VZ icon
Verizon
VZ
+$274K
5
SUI icon
Sun Communities
SUI
+$233K

Sector Composition

1 Technology 11.83%
2 Healthcare 11%
3 Consumer Staples 10.35%
4 Industrials 9.3%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$357K 0.38%
836
-22
77
$355K 0.38%
+7,137
78
$351K 0.37%
3,600
79
$342K 0.36%
+8,651
80
$314K 0.33%
+2,330
81
$309K 0.33%
224
+4
82
$303K 0.32%
3,243
+592
83
$290K 0.31%
2,102
-354
84
$289K 0.31%
870
-161
85
$284K 0.3%
3,222
86
$278K 0.3%
7,486
-7,355
87
$268K 0.28%
+4,376
88
$267K 0.28%
699
-116
89
$260K 0.28%
743
-20
90
$260K 0.28%
1,981
-78
91
$258K 0.27%
1,059
-38
92
$257K 0.27%
1,364
93
$255K 0.27%
1,125
94
$255K 0.27%
+1,954
95
$252K 0.27%
2,256
-224
96
$246K 0.26%
1,780
+9
97
$242K 0.26%
+3,692
98
$241K 0.26%
+2,659
99
$239K 0.25%
955
-193
100
$235K 0.25%
837
2 3
4
5 6