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
$86.1M
AUM Growth
+$4.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$337K
2
+$258K
3
+$225K
4
NVDA icon
NVIDIA
NVDA
+$208K
5
CRH icon
CRH
CRH
+$203K

Top Sells

1
+$691K
2
+$520K
3
+$159K
4
HD icon
Home Depot
HD
+$140K
5
MSFT icon
Microsoft
MSFT
+$133K

Sector Composition

1 Consumer Staples 9.78%
2 Technology 8.61%
3 Healthcare 8.4%
4 Energy 8.3%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$162K 0.19%
2,470
+20
127
$161K 0.19%
1,352
-53
128
$161K 0.19%
915
-264
129
$160K 0.19%
2,117
-35
130
$159K 0.18%
1,794
-61
131
$158K 0.18%
+2,128
132
$157K 0.18%
3,600
133
$157K 0.18%
10,220
134
$155K 0.18%
844
+333
135
$155K 0.18%
757
-604
136
$155K 0.18%
1,317
137
$152K 0.18%
2,080
-166
138
$150K 0.17%
2,327
-96
139
$149K 0.17%
1,162
-51
140
$147K 0.17%
1,139
-58
141
$146K 0.17%
1,007
-48
142
$146K 0.17%
1,739
+5
143
$146K 0.17%
3,131
-1
144
$145K 0.17%
810
145
$143K 0.17%
2,499
-70
146
$141K 0.16%
3,363
-150
147
$140K 0.16%
1,678
+44
148
$140K 0.16%
1,065
-47
149
$139K 0.16%
1,507
-605
150
$138K 0.16%
3,533
-165
4 5
6
7 8