LFA

LGT Financial Advisors Portfolio holdings

AUM $16.3M
1-Year Est. Return 18.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$78.7M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1
+$702K
2
+$356K
3
+$194K
4
MDLZ icon
Mondelez International
MDLZ
+$185K
5
MTB icon
M&T Bank
MTB
+$182K

Top Sells

1
+$1.23M
2
+$1.17M
3
+$1.09M
4
CVX icon
Chevron
CVX
+$1.08M
5
JPM icon
JPMorgan Chase
JPM
+$1.08M

Sector Composition

1 Consumer Staples 9.87%
2 Energy 9.72%
3 Healthcare 9.3%
4 Technology 8.3%
5 Industrials 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$169K 0.21%
+3,591
102
$169K 0.21%
3,397
+2,214
103
$168K 0.21%
1,638
+468
104
$168K 0.21%
+2,975
105
$166K 0.21%
+946
106
$164K 0.21%
1,800
-231
107
$164K 0.21%
3,357
+2,158
108
$163K 0.21%
+3,854
109
$161K 0.2%
2,223
-654
110
$160K 0.2%
1,806
+1,073
111
$158K 0.2%
1,798
+16
112
$156K 0.2%
+1,000
113
$155K 0.2%
+1,000
114
$154K 0.2%
448
-295
115
$153K 0.19%
3,502
-1,499
116
$153K 0.19%
+1,436
117
$151K 0.19%
+3,600
118
$148K 0.19%
2,046
+340
119
$146K 0.19%
+4,409
120
$145K 0.18%
+1,855
121
$144K 0.18%
+789
122
$143K 0.18%
+1,017
123
$142K 0.18%
+698
124
$141K 0.18%
+1,191
125
$140K 0.18%
2,266
-2,110
3 4
5
6 7