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
$40.5M
AUM Growth
-$6.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$706K
2
+$383K
3
+$323K
4
MFC icon
Manulife Financial
MFC
+$180K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$175K

Top Sells

1
+$896K
2
+$776K
3
+$666K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$585K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$483K

Sector Composition

1 Technology 11.07%
2 Energy 5.93%
3 Industrials 4.79%
4 Consumer Discretionary 4.49%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$65.5K 0.16%
2,752
+29
102
$61.8K 0.15%
688
-387
103
$61.8K 0.15%
521
104
$61.6K 0.15%
143
105
$60.6K 0.15%
2,755
-3,569
106
$60.4K 0.15%
771
-1,060
107
$60.3K 0.15%
123
-50
108
$54.7K 0.14%
950
-100
109
$54.3K 0.13%
750
-929
110
$53.9K 0.13%
349
-120
111
$53.3K 0.13%
131
112
$52.8K 0.13%
930
-854
113
$52.2K 0.13%
414
+38
114
$52.1K 0.13%
302
-238
115
$51.1K 0.13%
405
116
$49.6K 0.12%
231
-122
117
$48.4K 0.12%
988
-4,249
118
$48.3K 0.12%
249
119
$48.3K 0.12%
1,660
-657
120
$48.2K 0.12%
270
-216
121
$47.9K 0.12%
358
-271
122
$47.6K 0.12%
784
-705
123
$47.5K 0.12%
237
124
$47.5K 0.12%
1,737
-1,745
125
$47.5K 0.12%
257
-214
3 4
5
6 7