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
$159M
AUM Growth
+$1.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$6.07M
2
+$2.64M
3
+$1.72M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.27M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$960K

Top Sells

1
+$2.05M
2
+$1.44M
3
+$1.01M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$917K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$899K

Sector Composition

1 Financials 11.56%
2 Technology 2.05%
3 Healthcare 0.9%
4 Energy 0.45%
5 Industrials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1M 0.63%
13,466
27
$930K 0.58%
10,965
-1,487
28
$771K 0.48%
9,828
-500
29
$749K 0.47%
8,203
-1,386
30
$657K 0.41%
4,842
-82
31
$590K 0.37%
6,233
+2
32
$585K 0.37%
19,725
+6
33
$542K 0.34%
19,736
-33,384
34
$517K 0.32%
12,054
+5
35
$447K 0.28%
2,900
36
$431K 0.27%
9,413
37
$418K 0.26%
5,602
-229
38
$417K 0.26%
2,272
+6
39
$368K 0.23%
14,500
-4,621
40
$361K 0.23%
6,925
41
$353K 0.22%
23,320
+1,410
42
$351K 0.22%
6,215
43
$336K 0.21%
11,198
+28
44
$326K 0.2%
2,516
45
$324K 0.2%
18,050
+1,130
46
$316K 0.2%
6,071
47
$302K 0.19%
2,644
-1
48
$274K 0.17%
5,089
+296
49
$271K 0.17%
4,519
+1
50
$268K 0.17%
3,963
1
2
3