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
$81.8M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$485K
2
+$290K
3
+$248K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$190K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$187K

Top Sells

1
+$277K
2
+$228K
3
+$220K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$202K
5
AAPL icon
Apple
AAPL
+$189K

Sector Composition

1 Consumer Staples 9.81%
2 Healthcare 8.52%
3 Technology 8.48%
4 Energy 7.91%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$121K 0.15%
1,958
+32
152
$121K 0.15%
510
-15
153
$117K 0.14%
5,896
154
$114K 0.14%
2,163
+408
155
$113K 0.14%
820
+408
156
$113K 0.14%
2,159
+19
157
$109K 0.13%
2,277
+60
158
$108K 0.13%
329
-92
159
$99.9K 0.12%
1,322
+16
160
$99K 0.12%
150
+88
161
$98.9K 0.12%
2,000
162
$98.8K 0.12%
1,975
163
$98K 0.12%
1,745
164
$97.8K 0.12%
1,265
165
$96.3K 0.12%
3,805
+3,510
166
$94.8K 0.12%
+491
167
$92.6K 0.11%
298
+1
168
$91.8K 0.11%
528
-125
169
$91.4K 0.11%
283
+11
170
$91.4K 0.11%
511
-6
171
$90.3K 0.11%
+3,420
172
$88.9K 0.11%
462
-41
173
$88.7K 0.11%
1,738
-1,853
174
$87.9K 0.11%
600
-323
175
$87.7K 0.11%
560
-4
5 6
7
8 9