LFA

LGT Financial Advisors Portfolio holdings

AUM $46.4M
1-Year Est. Return 15.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$45.2M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
786
New
Increased
Reduced
Closed

Top Buys

1 +$416K
2 +$394K
3 +$287K
4
V icon
Visa
V
+$253K
5
ACN icon
Accenture
ACN
+$244K

Top Sells

1 +$706K
2 +$583K
3 +$197K
4
DMLP icon
Dorchester Minerals
DMLP
+$166K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$140K

Sector Composition

1 Technology 13.69%
2 Financials 5.41%
3 Industrials 5.19%
4 Energy 5.13%
5 Healthcare 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$41.4K 0.09%
465
177
$41.2K 0.09%
194
178
$40.8K 0.09%
131
179
$40.8K 0.09%
+304
180
$40.2K 0.09%
705
+12
181
$40.1K 0.09%
19
182
$40K 0.09%
606
183
$39.9K 0.09%
1,751
+306
184
$39.3K 0.09%
231
185
$39.2K 0.09%
859
-160
186
$39.1K 0.09%
680
+1
187
$37.8K 0.08%
178
188
$37.7K 0.08%
747
-1,330
189
$37.5K 0.08%
110
190
$37.3K 0.08%
101
191
$37.2K 0.08%
+1,607
192
$37.1K 0.08%
489
193
$37K 0.08%
334
194
$36.9K 0.08%
836
+716
195
$36.9K 0.08%
356
196
$36.5K 0.08%
237
197
$36.3K 0.08%
400
+101
198
$36.3K 0.08%
1,536
+12
199
$36.2K 0.08%
308
200
$35.6K 0.08%
190