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
$81.8M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$485K
2
+$290K
3
+$248K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$190K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$187K

Top Sells

1
+$277K
2
+$228K
3
+$220K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$202K
5
AAPL icon
Apple
AAPL
+$189K

Sector Composition

1 Consumer Staples 9.81%
2 Healthcare 8.52%
3 Technology 8.48%
4 Energy 7.91%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$152K 0.19%
2,246
-20
127
$152K 0.19%
1,197
-76
128
$151K 0.18%
+1,312
129
$150K 0.18%
+1,112
130
$149K 0.18%
1,405
+20
131
$148K 0.18%
1,055
+22
132
$148K 0.18%
2,423
+46
133
$147K 0.18%
3,132
-370
134
$145K 0.18%
3,600
135
$144K 0.18%
+2,569
136
$140K 0.17%
10,220
+77
137
$140K 0.17%
3,293
-561
138
$140K 0.17%
403
-1
139
$137K 0.17%
1,317
140
$135K 0.16%
1,734
+16
141
$134K 0.16%
810
142
$132K 0.16%
4,987
-3,473
143
$130K 0.16%
574
144
$128K 0.16%
1,044
+440
145
$128K 0.16%
1,634
-412
146
$127K 0.16%
1,313
+14
147
$126K 0.15%
673
+13
148
$125K 0.15%
2,474
+28
149
$125K 0.15%
4,132
+90
150
$124K 0.15%
1,319
+331
4 5
6
7 8