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
$84.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$6.02M
3
+$4.8M
4
ISDX
Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF
ISDX
+$4.66M
5
CMBS icon
iShares CMBS ETF
CMBS
+$3.68M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 9.88%
2 Consumer Staples 9.47%
3 Energy 8.33%
4 Technology 5.11%
5 Financials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$20K 0.02%
+229
152
$19K 0.02%
+95
153
$17.9K 0.02%
+113
154
$15.6K 0.02%
+509
155
$15.5K 0.02%
+146
156
$15.1K 0.02%
+359
157
$14.2K 0.02%
+135
158
$12K 0.01%
+225
159
$9.21K 0.01%
+93
160
$9.12K 0.01%
+104
161
$8.07K 0.01%
+140
162
$5.25K 0.01%
+160
163
$4.97K 0.01%
+356
164
$4.78K 0.01%
+101
165
$4.38K 0.01%
+198
166
$4.2K ﹤0.01%
+34
167
$4.07K ﹤0.01%
+66
168
$3.73K ﹤0.01%
+27
169
$3.55K ﹤0.01%
+36
170
$3.11K ﹤0.01%
+8
171
$2.67K ﹤0.01%
+23
172
$2.6K ﹤0.01%
+20
173
$1.8K ﹤0.01%
+18
174
$1.77K ﹤0.01%
+23
175
$1.71K ﹤0.01%
+13
4 5 6
7
8