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
$139M
AUM Growth
+$4.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$549K
3
+$405K
4
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$236K
5
VB icon
Vanguard Small-Cap ETF
VB
+$234K

Top Sells

1
+$273K
2
+$273K
3
+$214K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$194K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$179K

Sector Composition

1 Financials 13.21%
2 Technology 2.06%
3 Industrials 1.07%
4 Healthcare 0.95%
5 Energy 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$219K 0.16%
4,515
+2
52
$216K 0.16%
6,425
53
$211K 0.15%
2,054
54
$200K 0.14%
+1,182
55
– –
-1,283
1 2
3