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
$134M
AUM Growth
+$9.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$1.19M
3
+$769K
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$445K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$365K

Top Sells

1
+$593K
2
+$469K
3
+$434K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$345K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$290K

Sector Composition

1 Financials 13.31%
2 Technology 2.27%
3 Healthcare 0.92%
4 Industrials 0.72%
5 Energy 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$848K 0.63%
10,271
+1,014
27
$618K 0.46%
9,386
-115
28
$608K 0.45%
4,256
29
$607K 0.45%
29,774
+4,494
30
$588K 0.44%
24,480
-9,294
31
$545K 0.41%
4,490
32
$493K 0.37%
6,013
-424
33
$449K 0.33%
13,270
+6
34
$420K 0.31%
9,413
35
$406K 0.3%
6,223
+3
36
$404K 0.3%
2,900
37
$387K 0.29%
6,385
38
$369K 0.27%
7,433
-2,703
39
$360K 0.27%
2,252
+6
40
$303K 0.23%
16,174
41
$295K 0.22%
2,400
42
$284K 0.21%
2,645
43
$262K 0.19%
11,095
-290
44
$253K 0.19%
20,940
-580
45
$252K 0.19%
4,213
-1,502
46
$244K 0.18%
1,955
+7
47
$241K 0.18%
3,000
48
$235K 0.17%
3,537
49
$232K 0.17%
6,425
-19
50
$214K 0.16%
1,283
1
2
3