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
$107M
AUM Growth
+$8.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.48M
3
+$901K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$692K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$543K

Top Sells

1
+$1.35M
2
+$1.2M
3
+$501K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$228K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$198K

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
51
$21K 0.02%
13,000
-2,000
1 2
3