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
$161M
AUM Growth
+$1.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$1.42M
3
+$664K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$351K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$306K

Top Sells

1
+$865K
2
+$748K
3
+$638K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$542K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$440K

Sector Composition

1 Financials 11.08%
2 Technology 2.12%
3 Healthcare 0.9%
4 Energy 0.51%
5 Industrials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$900K 0.56%
13,466
27
$830K 0.51%
9,946
-1,019
28
$826K 0.51%
8,378
+175
29
$720K 0.45%
9,228
-600
30
$679K 0.42%
4,842
31
$585K 0.36%
6,319
+86
32
$563K 0.35%
19,740
+15
33
$482K 0.3%
5,833
+231
34
$477K 0.3%
11,094
-960
35
$457K 0.28%
2,900
36
$417K 0.26%
9,487
+74
37
$375K 0.23%
2,278
+6
38
$363K 0.23%
13,700
-800
39
$351K 0.22%
6,071
40
$351K 0.22%
22,190
-1,130
41
$341K 0.21%
6,872
-53
42
$341K 0.21%
2,516
43
$333K 0.21%
2,640
-4
44
$328K 0.2%
6,076
-139
45
$316K 0.2%
11,227
+29
46
$294K 0.18%
5,297
+208
47
$275K 0.17%
4,521
+2
48
$269K 0.17%
4,021
+58
49
$241K 0.15%
1,988
+8
50
$216K 0.13%
3,537
1
2
3