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
$153M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$633K
3
+$631K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$512K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$446K

Top Sells

1
+$3.17M
2
+$1.3M
3
+$476K
4
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$361K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$233K

Sector Composition

1 Financials 10.83%
2 Technology 2.11%
3 Healthcare 1.07%
4 Consumer Staples 0.73%
5 Energy 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$935K 0.61%
61,692
+952
27
$913K 0.6%
6,824
+108
28
$836K 0.55%
8,240
-148
29
$639K 0.42%
5,610
+300
30
$638K 0.42%
7,702
+43
31
$613K 0.4%
19,746
32
$596K 0.39%
7,652
-472
33
$583K 0.38%
6,325
+3
34
$583K 0.38%
36,910
+15,050
35
$481K 0.31%
11,105
+5
36
$468K 0.31%
6,419
37
$434K 0.28%
9,613
+200
38
$400K 0.26%
2,900
39
$392K 0.26%
5,750
+7
40
$365K 0.24%
2,292
+8
41
$352K 0.23%
14,309
-567
42
$331K 0.22%
7,072
43
$327K 0.21%
4,524
+2
44
$314K 0.21%
2,894
-248
45
$297K 0.19%
6,270
46
$287K 0.19%
13,323
-2,565
47
$272K 0.18%
12,700
48
$271K 0.18%
5,751
49
$270K 0.18%
2,857
50
$258K 0.17%
2,000
+6
1
2
3