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
$40.5M
AUM Growth
-$6.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$706K
2
+$383K
3
+$323K
4
MFC icon
Manulife Financial
MFC
+$180K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$175K

Top Sells

1
+$896K
2
+$776K
3
+$666K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$585K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$483K

Sector Composition

1 Technology 11.07%
2 Energy 5.93%
3 Industrials 4.79%
4 Consumer Discretionary 4.49%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$28.9K 0.07%
57
-57
202
$28.6K 0.07%
130
-109
203
$28.2K 0.07%
546
-213
204
$28.1K 0.07%
114
205
$28K 0.07%
623
-1,939
206
$27.9K 0.07%
103
-20
207
$27.9K 0.07%
4,852
208
$27.8K 0.07%
255
209
$27.7K 0.07%
358
210
$27.7K 0.07%
+1,445
211
$27.6K 0.07%
318
212
$27.5K 0.07%
64
213
$27.4K 0.07%
47
214
$27.4K 0.07%
655
215
$27.3K 0.07%
155
216
$27.3K 0.07%
1,811
217
$26.9K 0.07%
441
+384
218
$26.8K 0.07%
500
219
$26.7K 0.07%
540
220
$26.4K 0.07%
91
221
$26.3K 0.06%
268
222
$26.3K 0.06%
421
223
$26.2K 0.06%
57
224
$26.2K 0.06%
555
225
$26.1K 0.06%
205
7 8
9
10 11