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
$186M
AUM Growth
-$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$510K
2
+$355K
3
+$206K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$138K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$117K

Top Sells

1
+$3.87M
2
+$2.96M
3
+$2.71M
4
MAA icon
Mid-America Apartment Communities
MAA
+$1.35M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$906K

Sector Composition

1 Financials 12.8%
2 Technology 4.24%
3 Healthcare 1.3%
4 Consumer Discretionary 0.96%
5 Industrials 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.11M 0.6%
18,248
+600
27
$1.06M 0.57%
29,150
28
$904K 0.49%
36,280
+1,936
29
$883K 0.48%
19,512
-324
30
$860K 0.46%
10,419
+59
31
$844K 0.46%
4,083
-505
32
$778K 0.42%
30,330
+3,562
33
$726K 0.39%
7,040
-260
34
$719K 0.39%
6,643
-147
35
$700K 0.38%
4,225
+60
36
$681K 0.37%
9,707
-96
37
$592K 0.32%
15,295
-183
38
$591K 0.32%
28,770
+1,190
39
$588K 0.32%
11,379
+500
40
$584K 0.31%
8,426
41
$551K 0.3%
3,242
-50
42
$536K 0.29%
4,470
43
$514K 0.28%
3,320
-180
44
$492K 0.27%
7,687
45
$488K 0.26%
2,207
46
$471K 0.25%
2,869
-154
47
$467K 0.25%
2,901
+4
48
$450K 0.24%
2,035
49
$434K 0.23%
5,635
50
$408K 0.22%
15,190
-220
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