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
$32.7M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$492K
2
+$440K
3
+$396K
4
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$349K
5
OEF icon
iShares S&P 100 ETF
OEF
+$341K

Top Sells

1
+$507K
2
+$444K
3
+$357K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$340K
5
CVX icon
Chevron
CVX
+$324K

Sector Composition

1 Technology 8.22%
2 Energy 6.28%
3 Consumer Discretionary 2.09%
4 Financials 2.04%
5 Real Estate 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$21.1K 0.06%
928
+12
152
$20.7K 0.06%
+632
153
$20.2K 0.06%
4,852
154
$18.9K 0.06%
352
-38
155
$18.7K 0.06%
405
-46
156
$18.4K 0.06%
345
-5
157
$18.4K 0.06%
196
+2
158
$18.1K 0.06%
124
+82
159
$18.1K 0.06%
594
+8
160
$17.8K 0.05%
+136
161
$17.8K 0.05%
+3,000
162
$16.3K 0.05%
+94
163
$15.6K 0.05%
307
+2
164
$15.4K 0.05%
565
165
$14.8K 0.05%
202
+1
166
$13.7K 0.04%
304
-825
167
$13.3K 0.04%
108
+1
168
$12.3K 0.04%
23,570
169
$12.2K 0.04%
+126
170
$12K 0.04%
492
-29
171
$11K 0.03%
45
-500
172
$10.5K 0.03%
+538
173
$10.5K 0.03%
+227
174
$10.4K 0.03%
111
+8
175
$9.78K 0.03%
137
-794
5 6
7
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