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
$163M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$613K
3
+$583K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$582K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$454K

Top Sells

1
+$433K
2
+$294K
3
+$265K
4
DD icon
DuPont de Nemours
DD
+$238K
5
BND icon
Vanguard Total Bond Market
BND
+$181K

Sector Composition

1 Financials 11.9%
2 Technology 2.48%
3 Healthcare 1%
4 Consumer Staples 0.79%
5 Industrials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$948K 0.58%
6,097
-115
27
$720K 0.44%
19,572
+6
28
$716K 0.44%
5,491
29
$608K 0.37%
11,116
+5
30
$601K 0.37%
7,452
-134
31
$594K 0.36%
6,616
-176
32
$547K 0.33%
9,613
33
$513K 0.31%
6,419
34
$460K 0.28%
6,335
+5
35
$439K 0.27%
5,740
36
$435K 0.27%
15,022
-314
37
$380K 0.23%
4,526
+1
38
$377K 0.23%
+3,654
39
$377K 0.23%
3,584
+650
40
$360K 0.22%
2,894
41
$344K 0.21%
6,270
42
$338K 0.21%
7,072
43
$337K 0.21%
13,323
44
$334K 0.2%
2,000
-900
45
$333K 0.2%
2,299
46
$332K 0.2%
18,760
-16,640
47
$310K 0.19%
12,100
-600
48
$303K 0.19%
5,751
49
$286K 0.18%
2,057
+50
50
$281K 0.17%
4,022
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