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
$93.7M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.24M
3
+$1.23M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.09M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.08M

Top Sells

1
+$435K
2
+$389K
3
+$321K
4
VZ icon
Verizon
VZ
+$274K
5
SUI icon
Sun Communities
SUI
+$233K

Sector Composition

1 Technology 11.83%
2 Healthcare 11%
3 Consumer Staples 10.35%
4 Industrials 9.3%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$234K 0.25%
+2,454
102
$234K 0.25%
1,411
-83
103
$234K 0.25%
14,654
+430
104
$233K 0.25%
+2,194
105
$231K 0.25%
+5,001
106
$230K 0.25%
+3,200
107
$228K 0.24%
2,036
+13
108
$219K 0.23%
+3,064
109
$219K 0.23%
4,914
110
$218K 0.23%
+8,583
111
$217K 0.23%
+2,872
112
$216K 0.23%
2,877
-962
113
$214K 0.23%
1,576
-71
114
$210K 0.22%
2,499
+6
115
$209K 0.22%
2,867
-526
116
$207K 0.22%
+601
117
$207K 0.22%
+6,192
118
$204K 0.22%
4,371
+1,773
119
$201K 0.21%
+1,663
120
$196K 0.21%
+2,031
121
$182K 0.19%
10,143
122
$163K 0.17%
+1,782
123
$144K 0.15%
2,284
+1,442
124
$144K 0.15%
2,701
+1,728
125
$131K 0.14%
+813
3 4
5
6 7