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
$86.1M
AUM Growth
+$4.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$337K
2
+$258K
3
+$225K
4
NVDA icon
NVIDIA
NVDA
+$208K
5
CRH icon
CRH
CRH
+$203K

Top Sells

1
+$691K
2
+$520K
3
+$159K
4
HD icon
Home Depot
HD
+$140K
5
MSFT icon
Microsoft
MSFT
+$133K

Sector Composition

1 Consumer Staples 9.78%
2 Technology 8.61%
3 Healthcare 8.4%
4 Energy 8.3%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$194K 0.23%
2,535
102
$194K 0.23%
1,697
-19
103
$191K 0.22%
1,000
104
$187K 0.22%
1,538
-73
105
$186K 0.22%
391
-14
106
$186K 0.22%
1,775
-6
107
$186K 0.22%
7,700
108
$186K 0.22%
3,681
-154
109
$185K 0.22%
1,806
-707
110
$183K 0.21%
924
-43
111
$181K 0.21%
1,554
-69
112
$181K 0.21%
3,949
113
$180K 0.21%
3,572
-460
114
$177K 0.21%
2,902
-124
115
$176K 0.2%
2,947
-128
116
$175K 0.2%
+3,485
117
$174K 0.2%
2,491
-64
118
$173K 0.2%
773
-34
119
$169K 0.2%
1,840
+22
120
$169K 0.2%
1,043
-14
121
$168K 0.2%
+1,488
122
$167K 0.19%
642
-28
123
$166K 0.19%
+1,070
124
$165K 0.19%
3,730
-478
125
$165K 0.19%
1,218
+174
3 4
5
6 7