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
$78.7M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1
+$704K
2
+$342K
3
+$199K
4
WRB icon
W.R. Berkley
WRB
+$186K
5
LNT icon
Alliant Energy
LNT
+$181K

Top Sells

1
+$1.17M
2
+$1.17M
3
+$1.12M
4
CSCO icon
Cisco
CSCO
+$1.08M
5
EMR icon
Emerson Electric
EMR
+$1.08M

Sector Composition

1 Consumer Staples 9.87%
2 Energy 9.72%
3 Healthcare 9.3%
4 Technology 8.3%
5 Industrials 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$82.5K 0.1%
+2,454
177
$82.5K 0.1%
503
+104
178
$82.3K 0.1%
+581
179
$81.2K 0.1%
1,817
-2,554
180
$81.1K 0.1%
1,368
181
$80.9K 0.1%
297
182
$79.9K 0.1%
621
-9
183
$78K 0.1%
2,984
-1,027
184
$75.2K 0.1%
+2,035
185
$74.7K 0.1%
+986
186
$72.8K 0.09%
+1,474
187
$72.2K 0.09%
+958
188
$71.1K 0.09%
756
+653
189
$70.8K 0.09%
+4,000
190
$69.9K 0.09%
2,320
+15
191
$69.9K 0.09%
507
+3
192
$68.3K 0.09%
1,370
+10
193
$67.6K 0.09%
748
-58
194
$66.2K 0.08%
+1,268
195
$65.2K 0.08%
+2,035
196
$64.4K 0.08%
+1,100
197
$64.4K 0.08%
+1,312
198
$64K 0.08%
1,446
-959
199
$63.4K 0.08%
604
-303
200
$62.5K 0.08%
768
-164
6 7
8
9 10