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
$32.7M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$492K
2
+$440K
3
+$396K
4
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$349K
5
OEF icon
iShares S&P 100 ETF
OEF
+$341K

Top Sells

1
+$507K
2
+$444K
3
+$357K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$340K
5
CVX icon
Chevron
CVX
+$324K

Sector Composition

1 Technology 8.22%
2 Energy 6.28%
3 Consumer Discretionary 2.09%
4 Financials 2.04%
5 Real Estate 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$31.6K 0.1%
900
+2
127
$29.2K 0.09%
644
+11
128
$28.9K 0.09%
1,284
+1,237
129
$28.8K 0.09%
+400
130
$28.4K 0.09%
269
-958
131
$27.8K 0.09%
500
132
$27.7K 0.08%
262
-1,174
133
$26.6K 0.08%
50
-450
134
$26.6K 0.08%
+3,639
135
$25.4K 0.08%
422
+421
136
$25.3K 0.08%
579
+196
137
$24.9K 0.08%
23,725
138
$24.8K 0.08%
336
+37
139
$24.7K 0.08%
323
140
$24.5K 0.07%
311
141
$24.2K 0.07%
96
142
$23.9K 0.07%
264
+228
143
$23.4K 0.07%
612
+1
144
$22.9K 0.07%
755
+147
145
$22.9K 0.07%
500
146
$22.7K 0.07%
583
+57
147
$22.7K 0.07%
+158
148
$21.9K 0.07%
118
149
$21.5K 0.07%
1,000
150
$21.2K 0.06%
16,835
4 5
6
7 8