LFA

LGT Financial Advisors Portfolio holdings

AUM $16.3M
1-Year Est. Return 18.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$78.7M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1
+$702K
2
+$356K
3
+$194K
4
MDLZ icon
Mondelez International
MDLZ
+$185K
5
MTB icon
M&T Bank
MTB
+$182K

Top Sells

1
+$1.23M
2
+$1.17M
3
+$1.09M
4
CVX icon
Chevron
CVX
+$1.08M
5
JPM icon
JPMorgan Chase
JPM
+$1.08M

Sector Composition

1 Consumer Staples 9.87%
2 Energy 9.72%
3 Healthcare 9.3%
4 Technology 8.3%
5 Industrials 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$104K 0.13%
+1,788
152
$103K 0.13%
+525
153
$101K 0.13%
+2,140
154
$100K 0.13%
653
-160
155
$100K 0.13%
+5,896
156
$98.9K 0.13%
3,918
+430
157
$98.4K 0.13%
+2,000
158
$97.5K 0.12%
+272
159
$97.3K 0.12%
+1,066
160
$96.7K 0.12%
1,975
161
$94.6K 0.12%
2,130
-381
162
$92.8K 0.12%
+2,293
163
$90.5K 0.12%
+1,745
164
$90.3K 0.11%
1,306
+380
165
$89.5K 0.11%
1,446
-838
166
$89.2K 0.11%
1,740
-961
167
$87.9K 0.11%
564
-1,803
168
$86.1K 0.11%
+1,265
169
$85.3K 0.11%
841
-266
170
$84.3K 0.11%
+1,752
171
$83.9K 0.11%
+1,500
172
$83.8K 0.11%
1,755
+116
173
$83.2K 0.11%
1,034
+480
174
$83.2K 0.11%
+988
175
$82.6K 0.11%
1,586
-737
5 6
7
8 9