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
$172M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$1.75M
3
+$1.09M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$618K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$577K

Top Sells

1
+$3.36M
2
+$1.47M
3
+$724K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$625K
5
AAPL icon
Apple
AAPL
+$588K

Sector Composition

1 Financials 11.84%
2 Technology 2.97%
3 Healthcare 1.05%
4 Industrials 0.83%
5 Consumer Staples 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 0.72%
22,942
-622
27
$960K 0.56%
9,516
+6,121
28
$817K 0.48%
21,162
+1,590
29
$752K 0.44%
5,452
30
$591K 0.34%
3,530
-1,875
31
$577K 0.34%
+4,454
32
$566K 0.33%
6,952
-500
33
$551K 0.32%
11,242
+126
34
$549K 0.32%
9,993
+380
35
$540K 0.31%
6,335
36
$533K 0.31%
6,310
+17
37
$514K 0.3%
6,920
+3,640
38
$490K 0.29%
5,308
-108
39
$489K 0.28%
14,329
-693
40
$443K 0.26%
15,516
+6,516
41
$413K 0.24%
3,533
-121
42
$405K 0.24%
4,459
-67
43
$404K 0.24%
5,970
44
$389K 0.23%
5,829
+155
45
$388K 0.23%
13,298
-25
46
$386K 0.22%
6,093
-979
47
$376K 0.22%
+16,440
48
$374K 0.22%
2,035
+35
49
$373K 0.22%
2,509
+210
50
$357K 0.21%
3,159
+265
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