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
$32.7M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$492K
2
+$440K
3
+$396K
4
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$349K
5
OEF icon
iShares S&P 100 ETF
OEF
+$341K

Top Sells

1
+$507K
2
+$444K
3
+$357K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$340K
5
CVX icon
Chevron
CVX
+$324K

Sector Composition

1 Technology 8.22%
2 Energy 6.28%
3 Consumer Discretionary 2.09%
4 Financials 2.04%
5 Real Estate 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$9.55K 0.03%
162
+5
177
$9.35K 0.03%
41
-312
178
$9.27K 0.03%
74
179
$8.55K 0.03%
223
-68
180
$8.49K 0.03%
43
-28
181
$8.09K 0.02%
45
182
$8.08K 0.02%
+648
183
$8.02K 0.02%
117
-7
184
$7.83K 0.02%
87
-26
185
$7.72K 0.02%
78
+9
186
$7.71K 0.02%
230
+1
187
$7.55K 0.02%
117
-668
188
$7.52K 0.02%
11
-77
189
$7.5K 0.02%
17
-165
190
$7.49K 0.02%
145
-85
191
$7.48K 0.02%
4
-21
192
$7.38K 0.02%
91
+90
193
$7.25K 0.02%
107
+1
194
$7.17K 0.02%
120
195
$7.15K 0.02%
40
-231
196
$7.06K 0.02%
41
-450
197
$6.96K 0.02%
+153
198
$6.76K 0.02%
38
-219
199
$6.63K 0.02%
104
+9
200
$6.56K 0.02%
63
-337
6 7
8
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