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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
+1.78%
1 Year Est. Return
+11.67%
3 Year Est. Return
+11.83%
5 Year Est. Return
+48.2%
10 Year Est. Return
–
AUM
$125M
AUM Growth
+$7.48M
(+6.4%)
Cap. Flow
+$5.84M
Cap. Flow
% of AUM
4.67%
Top 10 Holdings %
Top 10 Hldgs %
70.92%
Holding
56
New
3
Increased
20
Reduced
23
Closed
2
Top Buys
Top Sells
| 1 |
General Motors
GM
|
+$1.21M |
| 2 |
Vanguard Information Technology ETF
VGT
|
+$402K |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$339K |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$243K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$218K |
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
Berkshire Hathaway Class B
BRK.B
$1.06T
| $212K | 0.17% |
+1,300
| New | +$200K |
|
52
Vanguard Russell 2000 Value ETF
VTWV
$1.28B
| $212K | 0.17% |
2,054
-246
| -11% | -$23.5K |
|
53
IBM
IBM
$204B
| $204K | 0.16% |
1,283
-103
| -7% | -$15.7K |
|
|
RT
54
DELISTED
Ruby Tuesday Georgia
RT
| $81K | 0.06% |
25,000
| – | – |
|
55
Abbott
ABT
$155B
| – | – |
-4,909
| Closed | -$208K |
|
|
CAS
56
DELISTED
A M Castle & Co
CAS
| – | – |
-13,000
| Closed | -$10K |
|
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