LFA

LGT Financial Advisors Portfolio holdings

AUM $16.3M
1-Year Est. Return 18.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$78.7M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1
+$702K
2
+$356K
3
+$194K
4
MDLZ icon
Mondelez International
MDLZ
+$185K
5
MTB icon
M&T Bank
MTB
+$182K

Top Sells

1
+$1.23M
2
+$1.17M
3
+$1.09M
4
CVX icon
Chevron
CVX
+$1.08M
5
JPM icon
JPMorgan Chase
JPM
+$1.08M

Sector Composition

1 Consumer Staples 9.87%
2 Energy 9.72%
3 Healthcare 9.3%
4 Technology 8.3%
5 Industrials 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$140K 0.18%
+3,809
127
$140K 0.18%
+3,451
128
$136K 0.17%
1,981
+839
129
$136K 0.17%
+655
130
$135K 0.17%
+923
131
$132K 0.17%
660
-295
132
$130K 0.17%
10,143
133
$128K 0.16%
+1,033
134
$127K 0.16%
+1,273
135
$125K 0.16%
+1,317
136
$125K 0.16%
+2,377
137
$124K 0.16%
+310
138
$123K 0.16%
810
139
$123K 0.16%
+4,042
140
$122K 0.16%
404
-2,959
141
$119K 0.15%
+574
142
$119K 0.15%
1,718
143
$118K 0.15%
+3,715
144
$116K 0.15%
+1,385
145
$115K 0.15%
+421
146
$115K 0.15%
1,299
-7,434
147
$113K 0.14%
+2,446
148
$111K 0.14%
1,000
-4,663
149
$110K 0.14%
+1,926
150
$110K 0.14%
+2,217
4 5
6
7 8