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
$125M
AUM Growth
+$7.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$1.46M
3
+$1.14M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$535K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$468K

Top Sells

1
+$1.25M
2
+$405K
3
+$337K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$239K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$217K

Sector Composition

1 Financials 14.52%
2 Technology 2.27%
3 Industrials 0.78%
4 Healthcare 0.78%
5 Energy 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$778K 0.62%
33,774
-897
27
$764K 0.61%
9,257
-675
28
$645K 0.52%
4,256
-284
29
$590K 0.47%
9,501
+7
30
$581K 0.46%
6,437
+9
31
$519K 0.42%
25,280
-456
32
$518K 0.41%
4,490
-321
33
$465K 0.37%
10,136
-4,045
34
$434K 0.35%
12,457
-35,973
35
$401K 0.32%
13,264
+6
36
$390K 0.31%
6,220
+83
37
$382K 0.31%
2,900
38
$362K 0.29%
9,413
39
$359K 0.29%
6,385
40
$340K 0.27%
5,715
-1,000
41
$335K 0.27%
2,246
+6
42
$311K 0.25%
2,645
43
$291K 0.23%
16,174
44
$290K 0.23%
2,400
45
$252K 0.2%
11,385
-1,200
46
$245K 0.2%
+3,537
47
$234K 0.19%
6,444
+1
48
$233K 0.19%
+21,520
49
$224K 0.18%
1,948
+10
50
$220K 0.18%
3,000
-53
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