LFA
LGT Financial Advisors Portfolio holdings
AUM
$39.4M
This Quarter Return
+2.01%
1 Year Return
+13.72%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$53.7M
AUM Growth
+$53.7M
(-37%)
Cap. Flow
-$31.2M
Cap. Flow
% of AUM
-58.03%
Top 10 Holdings %
Top 10 Hldgs %
50.45%
Holding
211
New
32
Increased
27
Reduced
20
Closed
116
Top Buys
| 1 |
Core & Main
CNM
|
$1.15M |
| 2 |
Home Depot
HD
|
$465K |
| 3 |
Chevron
CVX
|
$410K |
| 4 |
Duke Energy
DUK
|
$401K |
| 5 |
Elevance Health
ELV
|
$399K |
Top Sells
Sector Composition
| 1 | Consumer Staples | 16.14% |
| 2 | Healthcare | 15.98% |
| 3 | Energy | 13.23% |
| 4 | Technology | 11.74% |
| 5 | Industrials | 9.63% |
