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
$32.7M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$492K
2
+$440K
3
+$396K
4
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$349K
5
OEF icon
iShares S&P 100 ETF
OEF
+$341K

Top Sells

1
+$507K
2
+$444K
3
+$357K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$340K
5
CVX icon
Chevron
CVX
+$324K

Sector Composition

1 Technology 8.22%
2 Energy 6.28%
3 Consumer Discretionary 2.09%
4 Financials 2.04%
5 Real Estate 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$52.4K 0.16%
316
-187
102
$50.3K 0.15%
1,009
-34
103
$48.3K 0.15%
516
+340
104
$45.9K 0.14%
+3,910
105
$44.2K 0.14%
797
-157
106
$44K 0.13%
462
107
$43.9K 0.13%
952
+93
108
$43.6K 0.13%
908
+4
109
$42.1K 0.13%
425
+324
110
$42.1K 0.13%
465
111
$42K 0.13%
+14,700
112
$41.9K 0.13%
909
+241
113
$41.4K 0.13%
+1,146
114
$41.4K 0.13%
259
-43
115
$41K 0.13%
667
-38
116
$40.1K 0.12%
420
-37
117
$39.6K 0.12%
765
-1,167
118
$38K 0.12%
747
119
$36.5K 0.11%
+142
120
$35.7K 0.11%
+271
121
$35.3K 0.11%
+895
122
$34.6K 0.11%
1,890
+139
123
$34K 0.1%
557
+5
124
$32.6K 0.1%
+500
125
$31.6K 0.1%
622
3 4
5
6 7