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
$40.5M
AUM Growth
-$6.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$706K
2
+$383K
3
+$323K
4
MFC icon
Manulife Financial
MFC
+$180K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$175K

Top Sells

1
+$896K
2
+$776K
3
+$666K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$585K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$483K

Sector Composition

1 Technology 11.07%
2 Energy 5.93%
3 Industrials 4.79%
4 Consumer Discretionary 4.49%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$95.4K 0.24%
1,468
+5
77
$94.4K 0.23%
805
-892
78
$91K 0.22%
212
-95
79
$90.7K 0.22%
520
+6
80
$84.8K 0.21%
780
+3
81
$84.7K 0.21%
1,481
-227
82
$84.5K 0.21%
1,151
+703
83
$81.6K 0.2%
708
-632
84
$81.2K 0.2%
501
+3
85
$78.4K 0.19%
1,533
86
$77.7K 0.19%
40
-5
87
$76.1K 0.19%
1,577
+824
88
$74.6K 0.18%
923
+2
89
$73.7K 0.18%
1,151
+403
90
$72.3K 0.18%
353
-240
91
$72K 0.18%
142
-50
92
$71.1K 0.18%
2,352
93
$70.9K 0.17%
684
+34
94
$70.6K 0.17%
251
95
$69.8K 0.17%
438
96
$68.7K 0.17%
172
97
$68.5K 0.17%
182
-119
98
$67.3K 0.17%
1,430
+128
99
$67K 0.17%
1,421
+219
100
$65.9K 0.16%
109
2 3
4
5 6