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
1
$5.79M 6.72%
94,574
2
$3.8M 4.41%
32,671
-170
3
$3.36M 3.9%
121,090
-925
4
$2.41M 2.8%
4,586
+318
5
$2.11M 2.45%
4,036
+13
6
$2.02M 2.35%
12,835
+39
7
$2M 2.33%
42,544
+42
8
$1.92M 2.23%
40,926
-647
9
$1.82M 2.11%
4,321
-317
10
$1.37M 1.59%
5,264
-310
11
$1.28M 1.49%
7,487
-629
12
$1.19M 1.39%
9,518
+29
13
$1.17M 1.36%
2,415
-149
14
$1.04M 1.21%
5,793
-255
15
$1,000K 1.16%
3,330
+7
16
$992K 1.15%
7,614
-1
17
$940K 1.09%
15,283
-443
18
$836K 0.97%
5,087
+821
19
$743K 0.86%
32,052
-3,592
20
$723K 0.84%
3,440
-1
21
$704K 0.82%
3,416
22
$697K 0.81%
8,584
+56
23
$676K 0.79%
1,608
24
$674K 0.78%
4,810
25
$633K 0.74%
4,253
1
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