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LFA
Landmark Financial Advisors Portfolio holdings
AUM
$278M
1-Year Est. Return
11.67%
This Fund
S&P 500
This Quarter
Est. Return
-0.73%
1 Year Est. Return
+11.67%
3 Year Est. Return
+11.83%
5 Year Est. Return
+48.2%
10 Year Est. Return
–
AUM
$96.7M
AUM Growth
+$1.47M
(+1.5%)
Cap. Flow
+$8.29M
Cap. Flow
% of AUM
8.57%
Top 10 Holdings %
Top 10 Hldgs %
69.83%
Holding
55
New
3
Increased
24
Reduced
8
Closed
8
Top Buys
| 1 |
Vanguard Total International Stock ETF
VXUS
|
+$4.57M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$3.51M |
| 3 |
ExxonMobil
XOM
|
+$1.64M |
| 4 |
Vanguard Total Bond Market
BND
|
+$1.36M |
| 5 |
Schwab International Equity ETF
SCHF
|
+$937K |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
+$3.12M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
+$2.01M |
| 3 |
iShares MSCI ACWI ex US ETF
ACWX
|
+$1.31M |
| 4 |
General Motors
GM
|
+$1M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$390K |
Sector Composition
| 1 | Financials | 15.44% |
| 2 | Energy | 3.69% |
| 3 | Technology | 2.22% |
| 4 | Healthcare | 1.29% |
| 5 | Industrials | 1.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
General Motors
GM
$69.3B
| – | – |
-26,677
| Closed | -$1M |
|
52
Intel
INTC
$542B
| – | – |
-7,643
| Closed | -$239K |
|
53
Procter & Gamble
PG
$340B
| – | – |
-2,500
| Closed | -$205K |
|
54
AT&T
T
$148B
| – | – |
-8,417
| Closed | -$208K |
|
55
Wells Fargo
WFC
$261B
| – | – |
-3,902
| Closed | -$212K |
|
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