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
$148M
AUM Growth
+$8.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$959K
3
+$783K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$558K
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$533K

Top Sells

1
+$777K
2
+$549K
3
+$242K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$181K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$161K

Sector Composition

1 Financials 12.86%
2 Technology 2.05%
3 Healthcare 0.97%
4 Industrials 0.6%
5 Energy 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.03M 0.7%
13,466
27
$876K 0.59%
10,927
-1,668
28
$700K 0.47%
9,395
+5
29
$592K 0.4%
4,572
+82
30
$554K 0.37%
6,229
+3
31
$514K 0.35%
19,719
-2,094
32
$498K 0.34%
4,294
+32
33
$478K 0.32%
5,825
+6
34
$459K 0.31%
13,638
+362
35
$455K 0.31%
9,413
36
$426K 0.29%
2,900
37
$397K 0.27%
2,262
+5
38
$390K 0.26%
6,385
39
$380K 0.26%
15,924
-250
40
$345K 0.23%
6,296
-937
41
$311K 0.21%
2,645
42
$307K 0.21%
2,400
43
$289K 0.2%
21,370
+50
44
$288K 0.19%
3,963
-500
45
$282K 0.19%
11,138
+21
46
$269K 0.18%
15,340
+1,740
47
$256K 0.17%
1,968
+6
48
$245K 0.17%
6,425
49
$241K 0.16%
4,516
+1
50
$237K 0.16%
3,537
1
2
3