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
$40.5M
AUM Growth
-$6.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$706K
2
+$383K
3
+$323K
4
MFC icon
Manulife Financial
MFC
+$180K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$175K

Top Sells

1
+$896K
2
+$776K
3
+$666K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$585K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$483K

Sector Composition

1 Technology 11.07%
2 Energy 5.93%
3 Industrials 4.79%
4 Consumer Discretionary 4.49%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$41.7K 0.1%
298
152
$41.6K 0.1%
151
-100
153
$41.6K 0.1%
527
154
$41.4K 0.1%
110
155
$41K 0.1%
844
+8
156
$40.9K 0.1%
178
-141
157
$40.8K 0.1%
282
158
$40.8K 0.1%
231
159
$40.2K 0.1%
139
160
$40K 0.1%
1,670
161
$39.6K 0.1%
359
162
$39.3K 0.1%
550
-150
163
$39.2K 0.1%
25
-21
164
$39.1K 0.1%
204
-198
165
$38.9K 0.1%
251
+73
166
$38.3K 0.09%
133
167
$38.3K 0.09%
356
168
$37.9K 0.09%
41
169
$37K 0.09%
308
-253
170
$37K 0.09%
894
+3
171
$36.8K 0.09%
1,524
+12
172
$36.7K 0.09%
94
-76
173
$36.5K 0.09%
230
-200
174
$36.5K 0.09%
190
175
$36.3K 0.09%
489
-482
5 6
7
8 9