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Home > Institutional Investor > Lgt Financial Advisors Llc > Profile

Instuitional Investor - Lgt Financial Advisors Llc

Fund Profile
Filing Period:
Fund Name: Lgt Financial Advisors Llc
Portfolio Value $81,807,874
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Coca Cola Co
 KO 94,574 $5,573,246 6.81%
2.
Pfizer Inc
 PFE 122,015 $3,512,812 4.29%
3.
Exxon Mobil Corp
 XOM 32,841 $3,283,447 4.01%
4.
Ishares Trust
 IEF 4,268 $2,038,360 2.49%
5.
Ishares Tr
 42,502 $1,988,675 2.43%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)