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
$96.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.1M
3
+$8.23M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.45M
5
BND icon
Vanguard Total Bond Market
BND
+$7.23M

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
1 2
3