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
$217M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.72M
3
+$1.86M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.52M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$887K

Top Sells

1
+$1.97M
2
+$326K
3
+$156K
4
USB icon
US Bancorp
USB
+$147K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$113K

Sector Composition

1 Financials 9.94%
2 Technology 4.29%
3 Healthcare 2.38%
4 Consumer Staples 1.2%
5 Consumer Discretionary 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 0.89%
6,033
-74
27
$1.92M 0.89%
48,164
+12,231
28
$1.8M 0.83%
17,562
29
$1.61M 0.74%
106,788
-1,125
30
$1.56M 0.72%
97,108
-5,124
31
$1.26M 0.58%
33,899
-768
32
$1.24M 0.57%
7,001
-272
33
$1.18M 0.55%
7,545
+30
34
$1.04M 0.48%
6,459
-250
35
$1.03M 0.48%
21,855
+1,230
36
$970K 0.45%
10,997
+1,067
37
$893K 0.41%
10,920
-296
38
$851K 0.39%
12,972
-600
39
$842K 0.39%
4,690
+103
40
$779K 0.36%
7,020
41
$747K 0.34%
8,888
+1,044
42
$734K 0.34%
32,170
-1,540
43
$653K 0.3%
29,249
-1,000
44
$645K 0.3%
8,426
45
$637K 0.29%
22,090
+2,030
46
$607K 0.28%
5,525
+80
47
$598K 0.28%
3,765
-50
48
$592K 0.27%
12,433
+250
49
$586K 0.27%
17,678
-650
50
$572K 0.26%
2,701
+55
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2
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