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
$118M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$2.96M
3
+$852K
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$762K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$600K

Top Sells

1
+$1.23M
2
+$962K
3
+$824K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$803K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$483K

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
51
$197K 0.17%
12,585
-1,665
52
$63K 0.05%
25,000
53
$10K 0.01%
13,000
54
– –
-1,950
1 2
3