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
$40.5M
AUM Growth
-$6.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$706K
2
+$383K
3
+$323K
4
MFC icon
Manulife Financial
MFC
+$180K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$175K

Top Sells

1
+$896K
2
+$776K
3
+$666K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$585K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$483K

Sector Composition

1 Technology 11.07%
2 Energy 5.93%
3 Industrials 4.79%
4 Consumer Discretionary 4.49%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$47.4K 0.12%
1,000
+384
127
$47.3K 0.12%
510
-433
128
$47.3K 0.12%
1,019
+438
129
$47K 0.12%
432
-269
130
$47K 0.12%
266
131
$46.2K 0.11%
154
132
$46.2K 0.11%
679
-519
133
$46.1K 0.11%
967
-964
134
$45.7K 0.11%
338
-279
135
$45.7K 0.11%
189
136
$45.4K 0.11%
101
137
$45.3K 0.11%
465
-4,954
138
$45.2K 0.11%
462
139
$44.6K 0.11%
90
-72
140
$44.3K 0.11%
919
-542
141
$44.1K 0.11%
526
+164
142
$43.9K 0.11%
334
-298
143
$43.6K 0.11%
693
+77
144
$43.5K 0.11%
454
-459
145
$43.2K 0.11%
516
-745
146
$43K 0.11%
264
-219
147
$42.4K 0.1%
194
148
$42.3K 0.1%
+606
149
$41.9K 0.1%
924
+634
150
$41.7K 0.1%
266
4 5
6
7 8