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
76
$230K 0.28%
3,062
+1,081
77
$229K 0.28%
2,054
-1,565
78
$227K 0.28%
2,755
+58
79
$224K 0.27%
13,363
-758
80
$219K 0.27%
447
+137
81
$216K 0.26%
5,519
+98
82
$213K 0.26%
4,517
+129
83
$211K 0.26%
4,208
-1,090
84
$209K 0.26%
699
+71
85
$206K 0.25%
627
-45
86
$206K 0.25%
3,823
-3,112
87
$205K 0.25%
1,611
+35
88
$204K 0.25%
4,032
-1,209
89
$199K 0.24%
2,112
-958
90
$198K 0.24%
1,623
+33
91
$197K 0.24%
3,835
+93
92
$196K 0.24%
5,680
+110
93
$195K 0.24%
2,535
94
$195K 0.24%
1,606
-183
95
$195K 0.24%
3,026
+51
96
$194K 0.24%
1,418
+22
97
$193K 0.24%
2,513
+46
98
$192K 0.24%
2,369
-38
99
$192K 0.23%
967
+21
100
$192K 0.23%
3,318
+49
2 3
4
5 6