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
$225M
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$6.03M
3
+$3.29M
4
MAA icon
Mid-America Apartment Communities
MAA
+$1.38M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$1.36M

Top Sells

1
+$1.35M
2
+$1.13M
3
+$450K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$433K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$410K

Sector Composition

1 Financials 11.02%
2 Technology 5.22%
3 Healthcare 2.09%
4 Consumer Discretionary 1.58%
5 Real Estate 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 0.53%
15,090
-218
27
$1.18M 0.52%
29,150
28
$1.13M 0.5%
38,076
-2,666
29
$1.1M 0.49%
40,752
-5,206
30
$1.09M 0.49%
17,864
-384
31
$1.08M 0.48%
+13,881
32
$1.05M 0.47%
7,280
+240
33
$1.05M 0.47%
+24,783
34
$1.01M 0.45%
20,910
+1,398
35
$975K 0.43%
11,180
+1,473
36
$909K 0.4%
6,710
+67
37
$859K 0.38%
+17,190
38
$852K 0.38%
33,276
-3,004
39
$743K 0.33%
16,689
+1,394
40
$739K 0.33%
11,664
+285
41
$724K 0.32%
8,910
-1,509
42
$716K 0.32%
3,342
+100
43
$715K 0.32%
3,995
-230
44
$694K 0.31%
2,374
+702
45
$680K 0.3%
25,816
-2,954
46
$677K 0.3%
8,426
47
$664K 0.3%
4,720
+250
48
$657K 0.29%
3,940
+620
49
$655K 0.29%
2,713
-1,370
50
$556K 0.25%
7,249
+1,614
1
2
3 4