Portfolio (Quarterly)
Guide ↗
LGT Financial Advisors LLC
· CIK 0001965191| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | AAL | AMERICAN AIRLS GROUP INC | Industrials | 77 | $1K | 0.01% | SOLD |
| 22 | SIRI | SIRIUSXM HOLDINGS INC | Communication Services | 47 | $940.0 | 0.01% | SOLD |
| 23 | — | LIBERTY MEDIA CORP DEL | — | 3 | $296.0 | 0.00% | SOLD |
| 24 | LBRDK | LIBERTY BROADBAND CORP | Communication Services | 6 | $292.0 | 0.00% | SOLD |
| 25 | — | LIBERTY LIVE HOLDINGS INC | — | 3 | $249.0 | 0.00% | SOLD |
| 26 | — | LIBERTY GLOBAL LTD | — | 18 | $199.0 | 0.00% | SOLD |
| 27 | SYLD | CAMBRIA ETF TR | — | 1 | $70.0 | — | SOLD |
| 28 | IFRA | ISHARES TR | — | 1 | $53.0 | — | SOLD |
| 29 | SCHO | SCHWAB STRATEGIC TR | — | 2 | $49.0 | — | SOLD |
Sector Allocation
Financial Services
35.6%
Technology
21.2%
Energy
18.8%
Consumer Cyclical
5.7%
Healthcare
4.0%
Communication Services
3.8%
Industrials
3.3%
Real Estate
2.3%
Consumer Defensive
2.3%
Utilities
1.7%