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
-$2.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$354K
3
+$340K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$294K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$284K

Top Sells

1
+$2.57M
2
+$1.87M
3
+$1.14M
4
CZFC
Citizens First Corporation
CZFC
+$310K
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$237K

Sector Composition

1 Financials 12.73%
2 Technology 2.62%
3 Healthcare 1.01%
4 Consumer Staples 0.84%
5 Industrials 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.13M 0.7%
8,106
-157
27
$817K 0.51%
5,405
-692
28
$774K 0.48%
19,572
29
$702K 0.44%
5,452
-39
30
$603K 0.37%
7,452
31
$549K 0.34%
11,116
32
$529K 0.33%
9,613
33
$505K 0.31%
6,293
-126
34
$494K 0.31%
5,416
-1,200
35
$479K 0.3%
6,335
36
$438K 0.27%
15,022
37
$437K 0.27%
3,654
38
$400K 0.25%
5,674
-66
39
$380K 0.24%
13,323
40
$378K 0.24%
4,526
41
$364K 0.23%
7,072
42
$356K 0.22%
5,970
-300
43
$351K 0.22%
3,444
-140
44
$343K 0.21%
2,894
45
$340K 0.21%
+3,395
46
$335K 0.21%
2,000
47
$329K 0.2%
18,410
-350
48
$315K 0.2%
2,299
49
$297K 0.18%
5,751
50
$277K 0.17%
4,022
1
2
3