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
$134M
AUM Growth
+$9.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$1.19M
3
+$769K
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$445K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$365K

Top Sells

1
+$593K
2
+$469K
3
+$434K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$345K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$290K

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
$211K 0.16%
2,054
52
$200K 0.15%
+4,513
53
– –
-1,300
54
– –
-12,457
55
– –
-25,000
1 2
3