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
+$7.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$4.11M
3
+$1.07M
4
NFRA icon
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
+$780K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$576K

Top Sells

1
+$3.25M
2
+$2.9M
3
+$2.49M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.33M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$952K

Sector Composition

1 Financials 9.97%
2 Technology 3.96%
3 Healthcare 1.24%
4 Consumer Discretionary 0.81%
5 Consumer Staples 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1M 0.65%
20,183
-2,348
27
$1M 0.65%
15,929
-1,232
28
$961K 0.63%
14,127
+661
29
$835K 0.54%
21,072
-84
30
$801K 0.52%
48,772
-8,376
31
$791K 0.52%
29,900
+1,500
32
$671K 0.44%
37,366
-30,802
33
$626K 0.41%
6,321
+27
34
$607K 0.4%
7,341
+550
35
$578K 0.38%
10,211
+18
36
$563K 0.37%
5,260
-192
37
$557K 0.36%
8,426
38
$547K 0.36%
7,300
-200
39
$493K 0.32%
10,625
+27
40
$466K 0.3%
6,143
-167
41
$454K 0.3%
3,165
-349
42
$449K 0.29%
2,940
-100
43
$426K 0.28%
3,696
44
$416K 0.27%
4,470
+11
45
$396K 0.26%
2,992
-31
46
$389K 0.25%
2,721
+12
47
$373K 0.24%
3,908
48
$370K 0.24%
15,621
+92
49
$355K 0.23%
5,958
-1
50
$350K 0.23%
15,450
-890
1
2
3