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
$53.7M
AUM Growth
-$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1 +$1.15M
2 +$465K
3 +$410K
4
DUK icon
Duke Energy
DUK
+$401K
5
ELV icon
Elevance Health
ELV
+$399K

Top Sells

1 +$4.8M
2 +$4.66M
3 +$3.68M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$3.02M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.65M

Sector Composition

1 Consumer Staples 16.14%
2 Healthcare 15.98%
3 Energy 13.23%
4 Technology 11.74%
5 Industrials 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-20
202
-2,041
203
-173,471
204
-1
205
-8,202
206
-2,563
207
-1,603
208
-1,756
209
-2,535
210
-500
211
-80,142