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
$86.1M
AUM Growth
+$4.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$337K
2
+$258K
3
+$225K
4
NVDA icon
NVIDIA
NVDA
+$208K
5
CRH icon
CRH
CRH
+$203K

Top Sells

1
+$691K
2
+$520K
3
+$159K
4
HD icon
Home Depot
HD
+$140K
5
MSFT icon
Microsoft
MSFT
+$133K

Sector Composition

1 Consumer Staples 9.78%
2 Technology 8.61%
3 Healthcare 8.4%
4 Energy 8.3%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$248K 0.29%
2,277
-424
77
$247K 0.29%
5,442
-238
78
$238K 0.28%
4,135
-779
79
$237K 0.28%
2,651
-104
80
$237K 0.27%
13,448
+85
81
$226K 0.26%
523
-131
82
$225K 0.26%
4,769
+960
83
$225K 0.26%
+4,280
84
$224K 0.26%
429
-18
85
$223K 0.26%
2,470
+2,300
86
$223K 0.26%
5,273
-246
87
$219K 0.25%
3,773
-50
88
$218K 0.25%
3,179
-139
89
$213K 0.25%
4,755
+346
90
$209K 0.24%
1,409
-763
91
$209K 0.24%
1,615
+9
92
$208K 0.24%
574
-125
93
$205K 0.24%
2,377
+8
94
$204K 0.24%
679
-43
95
$203K 0.24%
+2,348
96
$199K 0.23%
956
+494
97
$198K 0.23%
1,187
98
$198K 0.23%
1,361
-57
99
$198K 0.23%
4,709
+31
100
$195K 0.23%
1,003
+330
2 3
4
5 6