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
$84.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$6.02M
3
+$4.8M
4
ISDX
Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF
ISDX
+$4.66M
5
CMBS icon
iShares CMBS ETF
CMBS
+$3.68M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 9.88%
2 Consumer Staples 9.47%
3 Energy 8.33%
4 Technology 5.11%
5 Financials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$200K 0.24%
+3,683
102
$192K 0.23%
+8,412
103
$191K 0.22%
+2,535
104
$185K 0.22%
+4,535
105
$173K 0.2%
+3,859
106
$163K 0.19%
+5,616
107
$162K 0.19%
+1,932
108
$161K 0.19%
+1,491
109
$159K 0.19%
+1,756
110
$149K 0.18%
+1,412
111
$141K 0.17%
+6,117
112
$137K 0.16%
+6,012
113
$129K 0.15%
+10,143
114
$123K 0.14%
+810
115
$122K 0.14%
+1,170
116
$115K 0.14%
+1,707
117
$114K 0.13%
+3,455
118
$104K 0.12%
+1,443
119
$97.4K 0.11%
+1,975
120
$94.1K 0.11%
+2,231
121
$89.8K 0.11%
+3,468
122
$81K 0.1%
+1,232
123
$78.4K 0.09%
+3,515
124
$76.2K 0.09%
+795
125
$71.2K 0.08%
+1,430
3 4
5
6 7