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
$107M
AUM Growth
+$8.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.48M
3
+$901K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$692K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$543K

Top Sells

1
+$1.35M
2
+$1.2M
3
+$501K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$228K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$198K

Sector Composition

1 Financials 13.83%
2 Technology 2.62%
3 Consumer Discretionary 1.31%
4 Healthcare 1.17%
5 Industrials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 0.94%
13,466
27
$989K 0.93%
40,665
-7,149
28
$953K 0.89%
70,556
+5,768
29
$796K 0.74%
96,018
+41,454
30
$749K 0.7%
4,965
-204
31
$611K 0.57%
6,524
+1,744
32
$594K 0.56%
27,392
+8,488
33
$555K 0.52%
10,848
+6
34
$515K 0.48%
4,811
-1,500
35
$458K 0.43%
32,165
+15,991
36
$427K 0.4%
14,901
+506
37
$391K 0.37%
9,558
38
$368K 0.34%
6,700
+45
39
$358K 0.33%
2,900
40
$355K 0.33%
5,734
+3
41
$327K 0.31%
2,234
+6
42
$287K 0.27%
7,307
+2,002
43
$284K 0.27%
6,715
-650
44
$282K 0.26%
+1,950
45
$277K 0.26%
+2,646
46
$252K 0.24%
2,400
47
$247K 0.23%
7,543
48
$240K 0.22%
1,979
+9
49
$189K 0.18%
14,250
-772
50
$90K 0.08%
+25,000
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