LFA

Landmark Financial Advisors Portfolio holdings

AUM $278M
1-Year Est. Return 11.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.9M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$21.6M
2 +$11.4M
3 +$11.4M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$8.04M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 16%
2 Energy 3.63%
3 Technology 2.77%
4 Healthcare 1.55%
5 Consumer Discretionary 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$204K 0.21%
+2,300
52
$124K 0.13%
+18,000
53
$77K 0.08%
+10,000