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
76
$221K 0.28%
2,194
77
$218K 0.28%
1,600
-354
78
$216K 0.27%
1,789
+9
79
$215K 0.27%
8,460
-123
80
$212K 0.27%
14,121
-533
81
$211K 0.27%
672
-198
82
$210K 0.27%
4,914
83
$199K 0.25%
+5,421
84
$199K 0.25%
3,200
85
$191K 0.24%
2,535
-337
86
$188K 0.24%
5,298
-894
87
$186K 0.24%
6,314
-1,070
88
$186K 0.24%
+4,388
89
$185K 0.24%
2,467
-597
90
$181K 0.23%
+3,742
91
$181K 0.23%
2,407
-92
92
$181K 0.23%
1,576
-87
93
$180K 0.23%
628
-209
94
$178K 0.23%
2,697
-170
95
$178K 0.23%
+2,567
96
$177K 0.22%
+1,396
97
$173K 0.22%
+1,590
98
$173K 0.22%
+3,269
99
$172K 0.22%
+5,570
100
$170K 0.22%
+3,949
2 3
4
5 6