LFA

LGT Financial Advisors Portfolio holdings

AUM $46.4M
1-Year Est. Return 15.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$45.2M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
786
New
Increased
Reduced
Closed

Top Buys

1 +$416K
2 +$394K
3 +$287K
4
V icon
Visa
V
+$253K
5
ACN icon
Accenture
ACN
+$244K

Top Sells

1 +$706K
2 +$583K
3 +$197K
4
DMLP icon
Dorchester Minerals
DMLP
+$166K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$140K

Sector Composition

1 Technology 13.69%
2 Financials 5.41%
3 Industrials 5.19%
4 Energy 5.13%
5 Healthcare 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$35.6K 0.08%
230
202
$34.9K 0.08%
921
+2
203
$34.9K 0.08%
94
204
$34.7K 0.08%
612
205
$34.6K 0.08%
204
206
$34.5K 0.08%
181
207
$34.5K 0.08%
105
208
$34.4K 0.08%
198
+102
209
$33.8K 0.07%
119
210
$33K 0.07%
269
-69
211
$33K 0.07%
229
212
$32.9K 0.07%
92
213
$32.8K 0.07%
93
214
$32.6K 0.07%
+223
215
$32.2K 0.07%
2,844
216
$32.1K 0.07%
398
217
$32K 0.07%
137
+1
218
$31.9K 0.07%
612
+398
219
$31.2K 0.07%
552
+6
220
$30.9K 0.07%
103
221
$30.9K 0.07%
282
222
$30.8K 0.07%
668
-332
223
$30.7K 0.07%
+539
224
$30.4K 0.07%
389
+123
225
$30.4K 0.07%
247