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
$81.8M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$485K
2
+$290K
3
+$248K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$190K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$187K

Top Sells

1
+$277K
2
+$228K
3
+$220K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$202K
5
AAPL icon
Apple
AAPL
+$189K

Sector Composition

1 Consumer Staples 9.81%
2 Healthcare 8.52%
3 Technology 8.48%
4 Energy 7.91%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$84.6K 0.1%
2,340
+47
177
$84.5K 0.1%
2,912
-72
178
$83.5K 0.1%
1,100
179
$83K 0.1%
1,625
-127
180
$81.4K 0.1%
965
+7
181
$79K 0.1%
4,000
182
$76.3K 0.09%
511
+4
183
$74.5K 0.09%
2,035
184
$74.2K 0.09%
1,466
+342
185
$72.3K 0.09%
530
-91
186
$72.2K 0.09%
633
-208
187
$71K 0.09%
1,384
+14
188
$70.7K 0.09%
843
+95
189
$70.4K 0.09%
774
+6
190
$70.3K 0.09%
1,450
-24
191
$67.5K 0.08%
556
+551
192
$67.1K 0.08%
618
+315
193
$66.4K 0.08%
1,766
+490
194
$65.8K 0.08%
2,352
195
$64.5K 0.08%
2,035
196
$62.3K 0.08%
2,675
+37
197
$61.3K 0.07%
1,211
+24
198
$60.7K 0.07%
1,412
199
$58.1K 0.07%
899
-469
200
$55.5K 0.07%
1,064
6 7
8
9 10