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
$93.7M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.24M
3
+$1.23M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.09M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.08M

Top Sells

1
+$435K
2
+$389K
3
+$321K
4
VZ icon
Verizon
VZ
+$274K
5
SUI icon
Sun Communities
SUI
+$233K

Sector Composition

1 Technology 11.83%
2 Healthcare 11%
3 Consumer Staples 10.35%
4 Industrials 9.3%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$68.2K 0.07%
+1,360
152
$67.5K 0.07%
+926
153
$65.4K 0.07%
806
+489
154
$62.3K 0.07%
+1,183
155
$61.9K 0.07%
+2,352
156
$59.4K 0.06%
+1,170
157
$58.9K 0.06%
+900
158
$58.7K 0.06%
+1,199
159
$53.6K 0.06%
+1,139
160
$52.9K 0.06%
+1,568
161
$51.4K 0.05%
+356
162
$48.8K 0.05%
+530
163
$47.1K 0.05%
+277
164
$44.8K 0.05%
+1,153
165
$44.3K 0.05%
+415
166
$44.1K 0.05%
+1,500
167
$41.6K 0.04%
1,142
+691
168
$39.9K 0.04%
+544
169
$38.9K 0.04%
+1,017
170
$35K 0.04%
+466
171
$33.7K 0.04%
+868
172
$29.5K 0.03%
+1,298
173
$29K 0.03%
+637
174
$25.4K 0.03%
+294
175
$24.3K 0.03%
+568
5 6
7
8 9