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
$177M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.62M
3
+$1.26M
4
NFRA icon
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
+$408K
5
CAT icon
Caterpillar
CAT
+$252K

Top Sells

1
+$1.76M
2
+$714K
3
+$605K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$599K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$544K

Sector Composition

1 Financials 11.82%
2 Technology 4.44%
3 Healthcare 1.47%
4 Industrials 0.93%
5 Consumer Discretionary 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 0.66%
15,608
-286
27
$1.13M 0.64%
18,843
-1,340
28
$964K 0.54%
19,632
+126
29
$882K 0.5%
34,344
-9,740
30
$865K 0.49%
36,808
-3,520
31
$860K 0.49%
10,357
+324
32
$844K 0.48%
29,150
33
$785K 0.44%
5,260
34
$724K 0.41%
6,643
+509
35
$611K 0.34%
6,960
+40
36
$599K 0.34%
9,501
-100
37
$594K 0.34%
32,542
-1,486
38
$586K 0.33%
12,914
+2,289
39
$576K 0.32%
3,557
-75
40
$552K 0.31%
16,690
+1,696
41
$548K 0.31%
8,426
42
$526K 0.3%
3,380
+260
43
$498K 0.28%
6,143
44
$495K 0.28%
4,470
45
$469K 0.26%
2,258
-504
46
$432K 0.24%
2,035
47
$421K 0.24%
2,641
48
$407K 0.23%
2,949
-24
49
$394K 0.22%
14,450
-200
50
$383K 0.22%
7,427
+1,489
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