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
$96.7M
AUM Growth
+$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$1.34M
3
+$909K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$783K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$710K

Top Sells

1
+$3.12M
2
+$2.01M
3
+$1.31M
4
GM icon
General Motors
GM
+$1M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$371K

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
– –
-26,677
52
– –
-7,643
53
– –
-2,500
54
– –
-8,417
55
– –
-3,902
1 2
3