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
$168M
AUM Growth
+$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.26M
3
+$1.16M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$706K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$527K

Top Sells

1
+$2.81M
2
+$631K
3
+$545K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$345K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$240K

Sector Composition

1 Financials 11.51%
2 Technology 2.32%
3 Healthcare 0.97%
4 Consumer Staples 0.56%
5 Energy 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.13M 0.67%
6,716
-2,050
27
$1.03M 0.61%
13,466
28
$959K 0.57%
8,388
+10
29
$740K 0.44%
5,310
+2,794
30
$639K 0.38%
7,659
-2,287
31
$634K 0.38%
8,124
-1,104
32
$618K 0.37%
19,746
+6
33
$597K 0.36%
6,322
+3
34
$540K 0.32%
11,100
+6
35
$488K 0.29%
5,743
-90
36
$485K 0.29%
9,413
-74
37
$476K 0.28%
+17,204
38
$476K 0.28%
2,900
39
$438K 0.26%
14,876
+3,649
40
$434K 0.26%
6,419
+348
41
$402K 0.24%
2,284
+6
42
$402K 0.24%
+15,888
43
$384K 0.23%
3,142
+502
44
$367K 0.22%
21,860
-330
45
$361K 0.21%
+17,530
46
$334K 0.2%
7,072
+200
47
$333K 0.2%
12,700
-1,000
48
$331K 0.2%
4,522
+1
49
$320K 0.19%
+2,857
50
$318K 0.19%
+6,270
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