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
$78.7M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1
+$704K
2
+$342K
3
+$199K
4
WRB icon
W.R. Berkley
WRB
+$186K
5
LNT icon
Alliant Energy
LNT
+$181K

Top Sells

1
+$1.17M
2
+$1.17M
3
+$1.12M
4
CSCO icon
Cisco
CSCO
+$1.08M
5
EMR icon
Emerson Electric
EMR
+$1.08M

Sector Composition

1 Consumer Staples 9.87%
2 Energy 9.72%
3 Healthcare 9.3%
4 Technology 8.3%
5 Industrials 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$60.4K 0.08%
1,187
+17
202
$59.7K 0.08%
2,352
203
$58.4K 0.07%
+1,412
204
$57.8K 0.07%
+154
205
$57.5K 0.07%
1,065
-805
206
$57.4K 0.07%
2,638
+1,340
207
$57.1K 0.07%
+2,419
208
$55.2K 0.07%
669
+375
209
$54.9K 0.07%
712
-165
210
$54.2K 0.07%
+3,866
211
$53.9K 0.07%
+1,064
212
$53.6K 0.07%
+5,000
213
$53.5K 0.07%
+1,124
214
$51.2K 0.07%
1,065
+939
215
$50.9K 0.06%
+1,170
216
$50.7K 0.06%
951
-17,184
217
$50.4K 0.06%
+276
218
$50.2K 0.06%
+412
219
$49.7K 0.06%
356
220
$49.7K 0.06%
+603
221
$49.6K 0.06%
+251
222
$48K 0.06%
1,153
223
$47.9K 0.06%
+1,771
224
$46.3K 0.06%
+432
225
$45.6K 0.06%
+1,680
7 8
9
10 11