LFA

LGT Financial Advisors Portfolio holdings

AUM $46.4M
1-Year Est. Return 15.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$45.2M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
786
New
Increased
Reduced
Closed

Top Buys

1
+$416K
2
+$394K
3
+$287K
4
V icon
Visa
V
+$253K
5
ACN icon
Accenture
ACN
+$244K

Top Sells

1
+$706K
2
+$583K
3
+$197K
4
DMLP icon
Dorchester Minerals
DMLP
+$166K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$140K

Sector Composition

1 Technology 13.69%
2 Financials 5.41%
3 Industrials 5.19%
4 Energy 5.13%
5 Healthcare 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$48.2K 0.11%
433
+1
152
$48K 0.11%
266
153
$47.7K 0.11%
967
154
$47.2K 0.1%
510
155
$46.9K 0.1%
688
156
$46.5K 0.1%
251
157
$46.4K 0.1%
785
+1
158
$46.2K 0.1%
405
159
$46.1K 0.1%
516
160
$45.6K 0.1%
359
161
$45.5K 0.1%
550
162
$44.8K 0.1%
23,725
163
$44.8K 0.1%
898
+4
164
$44.6K 0.1%
151
165
$44.5K 0.1%
298
166
$44.1K 0.1%
462
167
$43.7K 0.1%
359
+1
168
$43.5K 0.1%
189
169
$43.4K 0.1%
16,835
170
$43.2K 0.1%
25
171
$42.8K 0.09%
340
-9
172
$42.7K 0.09%
1,670
173
$42.6K 0.09%
904
-84
174
$42.2K 0.09%
457
+189
175
$42.1K 0.09%
527
5 6
7
8 9