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
$32.7M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$492K
2
+$440K
3
+$396K
4
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$349K
5
OEF icon
iShares S&P 100 ETF
OEF
+$341K

Top Sells

1
+$507K
2
+$444K
3
+$357K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$340K
5
CVX icon
Chevron
CVX
+$324K

Sector Composition

1 Technology 8.22%
2 Energy 6.28%
3 Consumer Discretionary 2.09%
4 Financials 2.04%
5 Real Estate 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6.33K 0.02%
72
-438
202
$6.26K 0.02%
200
-96
203
$6.25K 0.02%
219
204
$6.16K 0.02%
39
-265
205
$6.13K 0.02%
500
-2,344
206
$6.06K 0.02%
144
-280
207
$5.94K 0.02%
54
-100
208
$5.92K 0.02%
17
-102
209
$5.91K 0.02%
83
-265
210
$5.85K 0.02%
24
211
$5.79K 0.02%
48
-286
212
$5.71K 0.02%
+167
213
$5.71K 0.02%
54
-286
214
$5.7K 0.02%
75
-531
215
$5.62K 0.02%
34
-196
216
$5.56K 0.02%
76
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217
$5.5K 0.02%
21
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218
$5.45K 0.02%
54
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219
$5.33K 0.02%
22
-209
220
$5.29K 0.02%
+55
221
$5.2K 0.02%
92
-45
222
$5.19K 0.02%
30
-174
223
$5.05K 0.02%
25
-153
224
$4.97K 0.02%
126
-795
225
$4.89K 0.01%
38
-231
7 8
9
10 11