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
$118M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$2.96M
3
+$852K
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$762K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$600K

Top Sells

1
+$1.23M
2
+$962K
3
+$824K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$803K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$483K

Sector Composition

1 Financials 12.71%
2 Technology 2.39%
3 Consumer Discretionary 1.31%
4 Healthcare 1.02%
5 Industrials 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$862K 0.73%
9,932
-4,235
27
$834K 0.71%
34,671
-5,994
28
$737K 0.63%
25,840
-12,910
29
$669K 0.57%
14,181
-20,385
30
$645K 0.55%
4,540
-425
31
$561K 0.48%
6,428
-96
32
$549K 0.47%
25,736
-1,656
33
$547K 0.47%
9,494
-1,354
34
$536K 0.46%
4,811
35
$421K 0.36%
13,258
-1,643
36
$387K 0.33%
6,137
+403
37
$380K 0.32%
6,385
-315
38
$375K 0.32%
2,900
39
$370K 0.31%
9,413
-145
40
$330K 0.28%
2,240
+6
41
$317K 0.27%
6,715
42
$272K 0.23%
2,645
-1
43
$266K 0.23%
2,400
44
$259K 0.22%
16,174
-15,991
45
$243K 0.21%
6,443
-1,100
46
$229K 0.19%
1,938
-41
47
$211K 0.18%
+1,386
48
$209K 0.18%
+2,300
49
$208K 0.18%
4,909
-2,398
50
$204K 0.17%
+3,053
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