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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
+2.21%
1 Year Est. Return
+11.67%
3 Year Est. Return
+11.83%
5 Year Est. Return
+48.2%
10 Year Est. Return
–
AUM
$107M
AUM Growth
+$8.32M
Cap. Flow
+$6.34M
Cap. Flow %
5.93%
Top 10 Hldgs %
63.8%
Holding
51
New
3
Increased
27
Reduced
16
Closed
–

Top Buys

1
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$2.76M
2
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$2.36M
3
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$859K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$671K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$538K

Top Sells

1
VGT icon
Vanguard Information Technology ETF
VGT
+$1.36M
2
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.21M
3
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$497K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$235K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$200K

Sector Composition

1 Financials 13.83%
2 Technology 2.62%
3 Consumer Discretionary 1.31%
4 Healthcare 1.17%
5 Industrials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAS
51
DELISTED
A M Castle & Co
CAS
$21K 0.02%
13,000
-2,000
-13% -$4.88K
1 2
3

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