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
$93.7M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.24M
3
+$1.23M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.09M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.08M

Top Sells

1
+$435K
2
+$389K
3
+$321K
4
VZ icon
Verizon
VZ
+$274K
5
SUI icon
Sun Communities
SUI
+$233K

Sector Composition

1 Technology 11.83%
2 Healthcare 11%
3 Consumer Staples 10.35%
4 Industrials 9.3%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$23.8K 0.03%
+1,239
177
$23.3K 0.02%
+242
178
$22K 0.02%
+420
179
$21.9K 0.02%
+95
180
$21.2K 0.02%
+226
181
$21.1K 0.02%
+233
182
$21K 0.02%
+958
183
$20.6K 0.02%
+191
184
$19.2K 0.02%
+1,000
185
$18.9K 0.02%
+114
186
$14.5K 0.02%
120
-3,600
187
$14.5K 0.02%
+131
188
$13.5K 0.01%
+207
189
$12.4K 0.01%
+108
190
$11.5K 0.01%
+225
191
$10.1K 0.01%
+103
192
$7.08K 0.01%
+71
193
$6.31K 0.01%
+126
194
$5.66K 0.01%
+104
195
$3.59K ﹤0.01%
+36
196
$3.54K ﹤0.01%
+80
197
$3.16K ﹤0.01%
+84
198
$1.84K ﹤0.01%
+20
199
$1.65K ﹤0.01%
+13
200
$1.26K ﹤0.01%
+11
5 6 7
8
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