LFA

Landmark Financial Advisors Portfolio holdings

AUM $278M
1-Year Est. Return 11.67%
This Quarter Est. Return
1 Year Est. Return
+11.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.1M
3
+$8.23M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.45M
5
BND icon
Vanguard Total Bond Market
BND
+$7.23M

Top Sells

No sells this quarter

Sector Composition

1 Financials 16%
2 Energy 3.63%
3 Technology 2.77%
4 Healthcare 1.55%
5 Consumer Discretionary 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$488K 0.5%
+17,031
27
$469K 0.48%
+5,078
28
$465K 0.48%
+9,887
29
$431K 0.44%
+7,963
30
$425K 0.44%
+9,375
31
$408K 0.42%
+29,372
32
$403K 0.42%
+14,219
33
$395K 0.41%
+7,175
34
$355K 0.37%
+5,352
35
$312K 0.32%
+2,500
36
$305K 0.31%
+2,198
37
$285K 0.29%
+3,800
38
$274K 0.28%
+1,800
39
$272K 0.28%
+23,135
40
$270K 0.28%
+5,902
41
$262K 0.27%
+10,174
42
$251K 0.26%
+6,841
43
$250K 0.26%
+3,531
44
$249K 0.26%
+3,410
45
$244K 0.25%
+9,225
46
$243K 0.25%
+13,146
47
$232K 0.24%
+2,204
48
$231K 0.24%
+2,500
49
$228K 0.24%
+100
50
$228K 0.24%
+1,491
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