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
$81.8M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$485K
2
+$290K
3
+$248K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$190K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$187K

Top Sells

1
+$277K
2
+$228K
3
+$220K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$202K
5
AAPL icon
Apple
AAPL
+$189K

Sector Composition

1 Consumer Staples 9.81%
2 Healthcare 8.52%
3 Technology 8.48%
4 Energy 7.91%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$191K 0.23%
4,409
102
$190K 0.23%
3,075
+1,287
103
$188K 0.23%
1,781
+143
104
$187K 0.23%
+7,700
105
$185K 0.23%
2,555
-12
106
$183K 0.22%
405
-43
107
$179K 0.22%
1,716
-84
108
$176K 0.22%
4,678
-2,617
109
$176K 0.22%
722
+24
110
$176K 0.22%
1,187
-413
111
$175K 0.21%
1,449
+13
112
$170K 0.21%
3,809
113
$170K 0.21%
1,855
114
$168K 0.21%
1,818
+20
115
$167K 0.2%
3,949
116
$164K 0.2%
2,152
-71
117
$164K 0.2%
1,057
+1,053
118
$164K 0.2%
1,000
-17
119
$163K 0.2%
807
+18
120
$163K 0.2%
670
+15
121
$162K 0.2%
1,213
+22
122
$155K 0.19%
2,450
-707
123
$153K 0.19%
3,698
-17
124
$153K 0.19%
+2,762
125
$152K 0.19%
3,513
+62
3 4
5
6 7