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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
+4.08%
1 Year Est. Return
+11.67%
3 Year Est. Return
+11.83%
5 Year Est. Return
+48.2%
10 Year Est. Return
–
AUM
$148M
AUM Growth
+$8.79M
(+6.3%)
Cap. Flow
+$3.14M
Cap. Flow
% of AUM
2.12%
Top 10 Holdings %
Top 10 Hldgs %
73.21%
Holding
54
New
–
Increased
25
Reduced
17
Closed
2
Top Buys
| 1 |
FlexShares Global Upstream Natural Resources Index Fund
GUNR
|
+$1.21M |
| 2 |
Vanguard Small-Cap ETF
VB
|
+$925K |
| 3 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$788K |
| 4 |
Schwab US TIPS ETF
SCHP
|
+$559K |
| 5 |
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
|
+$536K |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$771K |
| 2 |
United Parcel Service
UPS
|
+$549K |
| 3 |
DD
Du Pont De Nemours E I
DD
|
+$242K |
| 4 |
Vanguard Information Technology ETF
VGT
|
+$177K |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$161K |
Sector Composition
| 1 | Financials | 12.86% |
| 2 | Technology | 2.05% |
| 3 | Healthcare | 0.97% |
| 4 | Industrials | 0.6% |
| 5 | Energy | 0.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Russell 2000 Value ETF
VTWV
$1.28B
| $221K | 0.15% |
2,054
| – | – |
|
52
Berkshire Hathaway Class B
BRK.B
$1.06T
| $206K | 0.14% |
1,125
-57
| -5% | -$10.1K |
|
|
53
United Parcel Service
UPS
$96.6B
| – | – |
-4,973
| Closed | -$549K |
|
|
DD
54
DELISTED
Du Pont De Nemours E I
DD
| – | – |
-3,000
| Closed | -$242K |
|
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