We are live on
!
Find out more
LFA
Landmark Financial Advisors Portfolio holdings
AUM
$278M
1-Year Est. Return
11.67%
This Fund
S&P 500
This Quarter
Est. Return
+1.78%
1 Year Est. Return
+11.67%
3 Year Est. Return
+11.83%
5 Year Est. Return
+48.2%
10 Year Est. Return
–
AUM
$125M
AUM Growth
+$7.48M
(+6.4%)
Cap. Flow
+$5.84M
Cap. Flow
% of AUM
4.67%
Top 10 Holdings %
Top 10 Hldgs %
70.92%
Holding
56
New
3
Increased
20
Reduced
23
Closed
2
Top Buys
Top Sells
| 1 |
General Motors
GM
|
+$1.21M |
| 2 |
Vanguard Information Technology ETF
VGT
|
+$402K |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$339K |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$243K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$218K |
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
Walmart Inc
WMT
$905B
| $778K | 0.62% |
33,774
-897
| -3% | -$20.9K |
|
27
Vanguard Real Estate ETF
VNQ
$38.7B
| $764K | 0.61% |
9,257
-675
| -7% | -$55K |
|
28
GE Aerospace
GE
$369B
| $645K | 0.52% |
4,256
-284
| -6% | -$41.3K |
|
29
Microsoft
MSFT
$2.86T
| $590K | 0.47% |
9,501
+7
| +0.1% | +$421 |
|
30
ExxonMobil
XOM
$601B
| $581K | 0.46% |
6,437
+9
| +0.1% | +$786 |
|
31
Schwab US REIT ETF
SCHH
$11.3B
| $519K | 0.42% |
25,280
-456
| -2% | -$9.15K |
|
32
Vanguard Total Stock Market ETF
VTI
$665B
| $518K | 0.41% |
4,490
-321
| -7% | -$36.1K |
|
33
Vanguard Total International Stock ETF
VXUS
$155B
| $465K | 0.37% |
10,136
-4,045
| -29% | -$186K |
|
|
34
General Motors
GM
$69.3B
| $434K | 0.35% |
12,457
-35,973
| -74% | -$1.21M |
|
35
Cisco
CSCO
$462B
| $401K | 0.32% |
13,264
+6
| +0% | +$183 |
|
36
AbbVie
ABBV
$432B
| $390K | 0.31% |
6,220
+83
| +1% | +$5.07K |
|
37
Vanguard Mid-Cap ETF
VO
$106B
| $382K | 0.31% |
11,600
| – | – |
|
38
Oracle
ORCL
$369B
| $362K | 0.29% |
9,413
| – | – |
|
39
Merck
MRK
$298B
| $359K | 0.29% |
6,385
| – | – |
|
40
Citigroup
C
$227B
| $340K | 0.27% |
5,715
-1,000
| -15% | -$54K |
|
41
3M
MMM
$81.7B
| $335K | 0.27% |
2,246
+6
| +0.3% | +$866 |
|
42
Chevron
CVX
$362B
| $311K | 0.25% |
2,645
| – | – |
|
|
CZFC
43
DELISTED
Citizens First Corporation
CZFC
| $291K | 0.23% |
16,174
| – | – |
|
44
Vanguard Small-Cap Value ETF
VBR
$36.7B
| $290K | 0.23% |
2,400
| – | – |
|
45
Bank of America
BAC
$430B
| $252K | 0.2% |
11,385
-1,200
| -10% | -$23.1K |
|
46
Pinnacle Financial Partners Inc
PNFP
$15.2B
| $245K | 0.2% |
+3,537
| New | +$214K |
|
47
Intel
INTC
$542B
| $234K | 0.19% |
6,444
+1
| +0% | +$36 |
|
48
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.62B
| $233K | 0.19% |
+21,520
| New | +$229K |
|
49
Johnson & Johnson
JNJ
$611B
| $224K | 0.18% |
1,948
+10
| +0.5% | +$1.16K |
|
|
DD
50
DELISTED
Du Pont De Nemours E I
DD
| $220K | 0.18% |
3,000
-53
| -2% | -$3.76K |
|
Similar funds
EWMCB
SRAM
DE
WMC
LWA
JAWM
LWM
NC