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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
+4.21%
1 Year Est. Return
+11.67%
3 Year Est. Return
+11.83%
5 Year Est. Return
+48.2%
10 Year Est. Return
–
AUM
$118M
AUM Growth
+$10.6M
Cap. Flow
+$6M
Cap. Flow %
5.11%
Top 10 Hldgs %
69.34%
Holding
54
New
3
Increased
13
Reduced
30
Closed
1

Top Buys

1
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$6.51M
2
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$2.92M
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$843K
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$769K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$590K

Top Sells

1
VGT icon
Vanguard Information Technology ETF
VGT
+$1.18M
2
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$947K
3
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$823K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$804K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$475K

Sector Composition

1 Financials 12.71%
2 Technology 2.39%
3 Consumer Discretionary 1.31%
4 Healthcare 1.02%
5 Industrials 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAC icon
51
Bank of America
BAC
$430B
$197K 0.17%
12,585
-1,665
-12% -$24.8K
RT
52
DELISTED
Ruby Tuesday Georgia
RT
$63K 0.05%
25,000
– –
CAS
53
DELISTED
A M Castle & Co
CAS
$10K 0.01%
13,000
– –
BRK.B icon
54
Berkshire Hathaway Class B
BRK.B
$1.06T
– –
-1,950
Closed -$282K
1 2
3

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