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
$125M
AUM Growth
+$7.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$1.46M
3
+$1.14M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$535K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$468K

Top Sells

1
+$1.25M
2
+$405K
3
+$337K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$239K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$217K

Sector Composition

1 Financials 14.52%
2 Technology 2.27%
3 Industrials 0.78%
4 Healthcare 0.78%
5 Energy 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$212K 0.17%
+1,300
52
$212K 0.17%
2,054
-246
53
$204K 0.16%
1,283
-103
54
$81K 0.06%
25,000
55
– –
-4,909
56
– –
-13,000
1 2
3