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
$152M
AUM Growth
-$518K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$426K
2
+$101K
3
+$99K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$89.8K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$76.6K

Top Sells

1
+$10.4M
2
+$2.06M
3
+$1.08M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$218K
5
VB icon
Vanguard Small-Cap ETF
VB
+$113K

Sector Composition

1 Financials 11.54%
2 Technology 2.53%
3 Healthcare 1.09%
4 Consumer Staples 0.78%
5 Energy 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$950K 0.62%
6,212
-612
27
$706K 0.46%
5,491
-119
28
$647K 0.42%
35,400
-1,510
29
$636K 0.42%
19,566
-180
30
$605K 0.4%
7,586
-66
31
$599K 0.39%
11,111
+6
32
$590K 0.39%
6,792
-910
33
$516K 0.34%
9,613
34
$510K 0.33%
6,330
+5
35
$509K 0.33%
6,419
36
$466K 0.31%
2,900
37
$463K 0.3%
5,740
-10
38
$423K 0.28%
15,336
+1,027
39
$399K 0.26%
2,299
+7
40
$379K 0.25%
7,072
41
$361K 0.24%
4,525
+1
42
$356K 0.23%
2,894
43
$320K 0.21%
6,270
44
$315K 0.21%
13,323
45
$315K 0.21%
12,700
46
$305K 0.2%
2,934
+77
47
$298K 0.2%
5,751
48
$280K 0.18%
2,007
+7
49
$250K 0.16%
4,022
+1
50
$244K 0.16%
1,287
1
2
3