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
$81.8M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$485K
2
+$290K
3
+$248K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$190K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$187K

Top Sells

1
+$277K
2
+$228K
3
+$220K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$202K
5
AAPL icon
Apple
AAPL
+$189K

Sector Composition

1 Consumer Staples 9.81%
2 Healthcare 8.52%
3 Technology 8.48%
4 Energy 7.91%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$54.5K 0.07%
255
-21
202
$54.2K 0.07%
154
203
$54K 0.07%
251
204
$53.2K 0.07%
1,706
-614
205
$52.6K 0.06%
+784
206
$52.4K 0.06%
45
-2
207
$51.8K 0.06%
3,752
-114
208
$51.4K 0.06%
1,389
-1,065
209
$51.2K 0.06%
+799
210
$51.1K 0.06%
1,026
-242
211
$51.1K 0.06%
472
+9
212
$50K 0.06%
+1,278
213
$49.8K 0.06%
+368
214
$49K 0.06%
131
215
$48.8K 0.06%
438
216
$48.8K 0.06%
109
217
$48.7K 0.06%
583
218
$47.9K 0.06%
912
-39
219
$47.8K 0.06%
405
-27
220
$47.5K 0.06%
3,200
221
$47.3K 0.06%
+996
222
$45.8K 0.06%
908
+690
223
$45.2K 0.06%
1,771
224
$44.4K 0.05%
172
-20
225
$44.4K 0.05%
1,006
+486
7 8
9
10 11