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
$94.9M
AUM Growth
+$4.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$4.02M
3
+$3.68M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.7M
5
GM icon
General Motors
GM
+$1.38M

Top Sells

1
+$5.57M
2
+$1.89M
3
+$1.55M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$976K
5
GE icon
GE Aerospace
GE
+$636K

Sector Composition

1 Financials 15.47%
2 Technology 2.45%
3 Consumer Discretionary 1.45%
4 Healthcare 1.23%
5 Industrials 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,900
52
– –
-2,300
53
– –
-10,000
1 2
3