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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
+1.82%
1 Year Est. Return
+11.67%
3 Year Est. Return
+11.83%
5 Year Est. Return
+48.2%
10 Year Est. Return
–
AUM
$139M
AUM Growth
+$4.8M
(+3.6%)
Cap. Flow
+$2.47M
Cap. Flow
% of AUM
1.77%
Top 10 Holdings %
Top 10 Hldgs %
72.56%
Holding
55
New
3
Increased
23
Reduced
15
Closed
1
Top Buys
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
+$273K |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$272K |
| 3 |
IBM
IBM
|
+$214K |
| 4 |
Vanguard Information Technology ETF
VGT
|
+$194K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$178K |
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
Abbott
ABT
$156B
| $219K | 0.16% |
4,515
+2
| +0% | +$91 |
|
52
Intel
INTC
$543B
| $216K | 0.16% |
6,425
| – | – |
|
53
Vanguard Russell 2000 Value ETF
VTWV
$1.28B
| $211K | 0.15% |
2,054
| – | – |
|
54
Berkshire Hathaway Class B
BRK.B
$1.06T
| $200K | 0.14% |
+1,182
| New | +$197K |
|
|
55
IBM
IBM
$208B
| – | – |
-1,283
| Closed | -$214K |
|
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