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
$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
1
$5.57M 6.81%
94,574
-35
2
$3.51M 4.29%
122,015
-556
3
$3.28M 4.01%
32,841
+70
4
$2.04M 2.49%
4,268
+1,015
5
$1.99M 2.43%
42,502
+163
6
$1.96M 2.4%
41,573
-294
7
$1.91M 2.34%
4,023
+14
8
$1.91M 2.33%
12,796
-441
9
$1.74M 2.13%
4,638
-584
10
$1.56M 1.91%
8,116
-983
11
$1.32M 1.62%
5,574
-1
12
$1.1M 1.35%
9,489
-1,741
13
$1.02M 1.24%
7,615
+22
14
$967K 1.18%
19,196
+23
15
$919K 1.12%
6,048
-569
16
$910K 1.11%
3,323
-187
17
$908K 1.11%
2,564
18
$879K 1.07%
15,726
+243
19
$739K 0.9%
35,644
-2,164
20
$729K 0.89%
11,241
-4,277
21
$691K 0.84%
3,441
+24
22
$628K 0.77%
4,266
+1,688
23
$624K 0.76%
8,528
+65
24
$583K 0.71%
3,429
-336
25
$576K 0.7%
2,000
-9
1
2 3 4 5