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
$158M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.74M
3
+$1.09M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$817K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$653K

Top Sells

1
+$822K
2
+$722K
3
+$650K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$460K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$383K

Sector Composition

1 Financials 12.26%
2 Technology 2.1%
3 Healthcare 0.92%
4 Industrials 0.53%
5 Energy 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 0.64%
13,466
27
$820K 0.52%
9,589
+194
28
$819K 0.52%
10,328
-599
29
$675K 0.43%
4,924
+352
30
$649K 0.41%
19,719
31
$602K 0.38%
6,231
+2
32
$487K 0.31%
5,831
+6
33
$461K 0.29%
12,049
-1,589
34
$458K 0.29%
19,121
+3,197
35
$448K 0.28%
2,900
36
$446K 0.28%
2,266
+4
37
$445K 0.28%
9,413
38
$391K 0.25%
4,685
+391
39
$353K 0.22%
6,215
-81
40
$334K 0.21%
2,516
+116
41
$331K 0.21%
2,645
42
$329K 0.21%
11,170
+32
43
$325K 0.21%
6,071
-314
44
$319K 0.2%
6,925
+500
45
$313K 0.2%
21,910
+540
46
$303K 0.19%
16,920
+1,580
47
$294K 0.19%
3,963
48
$288K 0.18%
+4,793
49
$275K 0.17%
1,974
+6
50
$257K 0.16%
4,518
+2
1
2
3