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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
+3.74%
1 Year Est. Return
+11.67%
3 Year Est. Return
+11.83%
5 Year Est. Return
+48.2%
10 Year Est. Return
–
AUM
$134M
AUM Growth
+$9.41M
(+7.5%)
Cap. Flow
+$4.76M
Cap. Flow
% of AUM
3.54%
Top 10 Holdings %
Top 10 Hldgs %
72.8%
Holding
55
New
1
Increased
17
Reduced
20
Closed
3
Top Buys
| 1 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$4.06M |
| 2 |
Vanguard Total Bond Market
BND
|
+$1.19M |
| 3 |
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
|
+$765K |
| 4 |
FlexShares Global Upstream Natural Resources Index Fund
GUNR
|
+$450K |
| 5 |
Schwab US TIPS ETF
SCHP
|
+$363K |
Top Sells
| 1 |
Vanguard Information Technology ETF
VGT
|
+$572K |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$455K |
| 3 |
General Motors
GM
|
+$434K |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$344K |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$282K |
Sector Composition
| 1 | Financials | 13.31% |
| 2 | Technology | 2.27% |
| 3 | Healthcare | 0.92% |
| 4 | Industrials | 0.72% |
| 5 | Energy | 0.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Russell 2000 Value ETF
VTWV
$1.28B
| $211K | 0.16% |
2,054
| – | – |
|
52
Abbott
ABT
$155B
| $200K | 0.15% |
+4,513
| New | +$195K |
|
53
Berkshire Hathaway Class B
BRK.B
$1.06T
| – | – |
-1,300
| Closed | -$212K |
|
|
54
General Motors
GM
$69.3B
| – | – |
-12,457
| Closed | -$434K |
|
|
RT
55
DELISTED
Ruby Tuesday Georgia
RT
| – | – |
-25,000
| Closed | -$81K |
|
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