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
$84.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$6.02M
3
+$4.8M
4
ISDX
Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF
ISDX
+$4.66M
5
CMBS icon
iShares CMBS ETF
CMBS
+$3.68M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 9.88%
2 Consumer Staples 9.47%
3 Energy 8.33%
4 Technology 5.11%
5 Financials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$70.6K 0.08%
+1,655
127
$69.8K 0.08%
+497
128
$65.2K 0.08%
+603
129
$63.9K 0.08%
+2,352
130
$63K 0.07%
+296
131
$57.6K 0.07%
+1,144
132
$46.9K 0.06%
+1,153
133
$45.9K 0.05%
+1,930
134
$42.5K 0.05%
+2,388
135
$42K 0.05%
+900
136
$41.7K 0.05%
+909
137
$39.9K 0.05%
+422
138
$39.4K 0.05%
+613
139
$39.3K 0.05%
+1,288
140
$38.8K 0.05%
+776
141
$38.4K 0.05%
+722
142
$37.2K 0.04%
+544
143
$35.9K 0.04%
+658
144
$33.1K 0.04%
+1,443
145
$29.6K 0.03%
+816
146
$27.2K 0.03%
+2,434
147
$26K 0.03%
+374
148
$23.3K 0.03%
+500
149
$23.2K 0.03%
+1,317
150
$21.7K 0.03%
+771
4 5
6
7 8