LFA

LGT Financial Advisors Portfolio holdings

AUM $46.4M
1-Year Est. Return 15.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$45.2M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
786
New
Increased
Reduced
Closed

Top Buys

1
+$416K
2
+$394K
3
+$287K
4
V icon
Visa
V
+$253K
5
ACN icon
Accenture
ACN
+$244K

Top Sells

1
+$706K
2
+$583K
3
+$197K
4
DMLP icon
Dorchester Minerals
DMLP
+$166K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$140K

Sector Composition

1 Technology 13.69%
2 Financials 5.41%
3 Industrials 5.19%
4 Energy 5.13%
5 Healthcare 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$91.2K 0.2%
+400
102
$90.7K 0.2%
+3,676
103
$89.6K 0.2%
972
+8
104
$89.5K 0.2%
845
+161
105
$89K 0.2%
213
+1
106
$89K 0.2%
438
107
$83.7K 0.19%
+200
108
$83.4K 0.18%
923
109
$82.8K 0.18%
+175
110
$79.7K 0.18%
1,259
+108
111
$79.6K 0.18%
40
112
$79.6K 0.18%
1,173
+22
113
$79.5K 0.18%
934
+408
114
$76.9K 0.17%
714
+6
115
$76K 0.17%
+1,535
116
$75.3K 0.17%
684
-329
117
$75.2K 0.17%
1,623
+193
118
$73.1K 0.16%
491
+450
119
$72.8K 0.16%
503
+2
120
$72.2K 0.16%
182
121
$71.8K 0.16%
521
122
$71.8K 0.16%
+341
123
$69K 0.15%
353
124
$68.8K 0.15%
142
125
$67.8K 0.15%
251
3 4
5
6 7