LFA

LGT Financial Advisors Portfolio holdings

AUM $46.4M
1-Year Est. Return 15.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$45.2M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
786
New
Increased
Reduced
Closed

Top Buys

1
+$416K
2
+$394K
3
+$287K
4
V icon
Visa
V
+$253K
5
ACN icon
Accenture
ACN
+$244K

Top Sells

1
+$706K
2
+$583K
3
+$197K
4
DMLP icon
Dorchester Minerals
DMLP
+$166K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$140K

Sector Composition

1 Technology 13.69%
2 Financials 5.41%
3 Industrials 5.19%
4 Energy 5.13%
5 Healthcare 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$66.4K 0.15%
109
127
$64.9K 0.14%
143
128
$64.4K 0.14%
2,352
129
$63.8K 0.14%
999
-306
130
$63.5K 0.14%
+600
131
$63.3K 0.14%
2,782
+27
132
$63.2K 0.14%
+125
133
$63.1K 0.14%
1,096
+1,000
134
$59.5K 0.13%
+1,966
135
$58.2K 0.13%
123
136
$57.8K 0.13%
+279
137
$54.5K 0.12%
931
+1
138
$52.6K 0.12%
1,133
-972
139
$52.5K 0.12%
266
140
$52.2K 0.12%
1,155
-266
141
$52.2K 0.12%
231
142
$51.6K 0.11%
+23,570
143
$51.5K 0.11%
1,129
+741
144
$50.9K 0.11%
271
+1
145
$50.4K 0.11%
154
146
$50.4K 0.11%
1,043
+119
147
$50.2K 0.11%
88
-2
148
$49.8K 0.11%
954
-527
149
$49.6K 0.11%
257
150
$49.6K 0.11%
302
4 5
6
7 8