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
$95.2M
AUM Growth
-$1.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$809K
2
+$392K
3
+$293K
4
CVX icon
Chevron
CVX
+$216K
5
WFC icon
Wells Fargo
WFC
+$212K

Top Sells

1
+$2.87M
2
+$620K
3
+$448K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$274K
5
MDT icon
Medtronic
MDT
+$249K

Sector Composition

1 Financials 15.71%
2 Energy 3.68%
3 Technology 2.54%
4 Healthcare 1.28%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$108K 0.11%
18,000
52
$77K 0.08%
10,000
53
– –
-1,800
54
– –
-1,491
55
– –
-3,410
1 2
3