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
$86.1M
AUM Growth
+$4.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$337K
2
+$258K
3
+$225K
4
NVDA icon
NVIDIA
NVDA
+$208K
5
CRH icon
CRH
CRH
+$203K

Top Sells

1
+$691K
2
+$520K
3
+$159K
4
HD icon
Home Depot
HD
+$140K
5
MSFT icon
Microsoft
MSFT
+$133K

Sector Composition

1 Consumer Staples 9.78%
2 Technology 8.61%
3 Healthcare 8.4%
4 Energy 8.3%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$137K 0.16%
926
+396
152
$133K 0.15%
1,058
+425
153
$133K 0.15%
1,257
-55
154
$132K 0.15%
489
-21
155
$130K 0.15%
502
-72
156
$128K 0.15%
1,327
+14
157
$126K 0.15%
672
+144
158
$125K 0.14%
1,159
+541
159
$124K 0.14%
2,165
+6
160
$122K 0.14%
2,563
-730
161
$119K 0.14%
2,232
-45
162
$116K 0.13%
1,150
163
$115K 0.13%
1,265
164
$115K 0.13%
5,896
165
$111K 0.13%
+3,184
166
$111K 0.13%
3,932
-1,055
167
$110K 0.13%
150
168
$109K 0.13%
820
169
$106K 0.12%
1,322
170
$104K 0.12%
477
-14
171
$103K 0.12%
298
172
$102K 0.12%
1,745
173
$101K 0.12%
1,874
-84
174
$99.8K 0.12%
1,890
-584
175
$99.1K 0.12%
2,000
5 6
7
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