LFA

LGT Financial Advisors Portfolio holdings

AUM $39.4M
1-Year Est. Return 13.72%
This Quarter Est. Return
1 Year Est. Return
+13.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$93.7M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.24M
3
+$1.23M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.09M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.08M

Top Sells

1
+$435K
2
+$389K
3
+$321K
4
VZ icon
Verizon
VZ
+$274K
5
SUI icon
Sun Communities
SUI
+$233K

Sector Composition

1 Technology 11.83%
2 Healthcare 11%
3 Consumer Staples 10.35%
4 Industrials 9.3%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$128K 0.14%
+810
127
$127K 0.14%
2,323
+1,669
128
$127K 0.14%
+1,706
129
$125K 0.13%
+1,718
130
$122K 0.13%
+1,170
131
$120K 0.13%
+4,011
132
$119K 0.13%
+1,107
133
$113K 0.12%
2,511
+1,616
134
$111K 0.12%
+2,405
135
$105K 0.11%
+1,870
136
$98.7K 0.11%
+907
137
$97.8K 0.1%
+1,975
138
$91.4K 0.1%
3,488
+20
139
$84.8K 0.09%
+1,368
140
$84K 0.09%
+297
141
$83.6K 0.09%
+630
142
$82.8K 0.09%
+1,639
143
$80.5K 0.09%
+1,142
144
$78.4K 0.08%
+932
145
$75.4K 0.08%
+733
146
$71.6K 0.08%
504
+3
147
$71.3K 0.08%
+2,305
148
$69.9K 0.07%
877
+734
149
$69.3K 0.07%
+399
150
$68.6K 0.07%
+3,066
4 5
6
7 8