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
$86.1M
AUM Growth
+$4.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$337K
2
+$258K
3
+$225K
4
NVDA icon
NVIDIA
NVDA
+$208K
5
CRH icon
CRH
CRH
+$203K

Top Sells

1
+$691K
2
+$520K
3
+$159K
4
HD icon
Home Depot
HD
+$140K
5
MSFT icon
Microsoft
MSFT
+$133K

Sector Composition

1 Consumer Staples 9.78%
2 Technology 8.61%
3 Healthcare 8.4%
4 Energy 8.3%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$68.4K 0.08%
556
202
$67.3K 0.08%
1,100
203
$66K 0.08%
2,352
204
$64.5K 0.08%
2,311
-601
205
$62.8K 0.07%
251
206
$62.8K 0.07%
2,133
+98
207
$62.4K 0.07%
1,222
+11
208
$61.9K 0.07%
2,694
+19
209
$61.8K 0.07%
1,412
210
$61K 0.07%
1,050
+950
211
$60.9K 0.07%
154
212
$60.8K 0.07%
902
+3
213
$60K 0.07%
405
214
$60K 0.07%
3,200
215
$58.7K 0.07%
3,731
-21
216
$57.7K 0.07%
131
217
$56.8K 0.07%
1,064
218
$56.5K 0.07%
215
-40
219
$56.2K 0.07%
45
220
$56K 0.07%
1,228
+1,015
221
$55.8K 0.06%
+1,157
222
$55.3K 0.06%
1,717
+11
223
$55.1K 0.06%
915
+3
224
$53.8K 0.06%
172
225
$53.3K 0.06%
109
7 8
9
10 11