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
$86.1M
AUM Growth
+$4.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$337K
2
+$258K
3
+$225K
4
NVDA icon
NVIDIA
NVDA
+$208K
5
CRH icon
CRH
CRH
+$203K

Top Sells

1
+$691K
2
+$520K
3
+$159K
4
HD icon
Home Depot
HD
+$140K
5
MSFT icon
Microsoft
MSFT
+$133K

Sector Composition

1 Consumer Staples 9.78%
2 Technology 8.61%
3 Healthcare 8.4%
4 Energy 8.3%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$98.9K 0.11%
3,969
-163
177
$98.6K 0.11%
1,975
178
$97.6K 0.11%
601
+1
179
$96K 0.11%
1,724
-439
180
$95.9K 0.11%
+1,127
181
$94.1K 0.11%
272
-11
182
$92.8K 0.11%
1,738
183
$92.5K 0.11%
3,443
+23
184
$91K 0.11%
1,696
+1,645
185
$90.8K 0.11%
968
+3
186
$87.8K 0.1%
2,227
-113
187
$86.7K 0.1%
3,376
-429
188
$86.7K 0.1%
2,018
+740
189
$85K 0.1%
4,000
190
$83.7K 0.1%
514
+3
191
$83.6K 0.1%
1,171
+372
192
$82.2K 0.1%
1,625
193
$78.6K 0.09%
2,035
194
$78.5K 0.09%
496
-64
195
$78.2K 0.09%
776
+2
196
$77.8K 0.09%
741
+269
197
$74.4K 0.09%
1,766
198
$73.1K 0.08%
1,456
+6
199
$71.4K 0.08%
1,392
+8
200
$68.7K 0.08%
438
6 7
8
9 10