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
$32.7M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$492K
2
+$440K
3
+$396K
4
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$349K
5
OEF icon
iShares S&P 100 ETF
OEF
+$341K

Top Sells

1
+$507K
2
+$444K
3
+$357K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$340K
5
CVX icon
Chevron
CVX
+$324K

Sector Composition

1 Technology 8.22%
2 Energy 6.28%
3 Consumer Discretionary 2.09%
4 Financials 2.04%
5 Real Estate 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$95.7K 0.29%
2,878
77
$94.4K 0.29%
+352
78
$93.8K 0.29%
1,136
+1,098
79
$92.4K 0.28%
757
+710
80
$89.5K 0.27%
250
81
$89.3K 0.27%
886
+41
82
$89.1K 0.27%
190
83
$87.9K 0.27%
720
+6
84
$85.2K 0.26%
1,811
-237
85
$82K 0.25%
1,300
-1,519
86
$81.3K 0.25%
926
+3
87
$79.3K 0.24%
2,805
+23
88
$73K 0.22%
2,352
89
$71.9K 0.22%
860
-74
90
$71.7K 0.22%
1,128
-131
91
$67K 0.2%
1,124
92
$65.8K 0.2%
341
93
$65.1K 0.2%
+1,314
94
$55.7K 0.17%
957
+345
95
$55.4K 0.17%
1,923
-43
96
$55.2K 0.17%
324
-1,083
97
$54.5K 0.17%
269
-10
98
$53.8K 0.16%
458
-276
99
$53.4K 0.16%
1,137
+4
100
$53K 0.16%
1,150
-5
2 3
4
5 6