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
$148M
AUM Growth
+$8.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$959K
3
+$783K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$558K
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$533K

Top Sells

1
+$777K
2
+$549K
3
+$242K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$181K
5
VCIT icon
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
$221K 0.15%
2,054
52
$206K 0.14%
1,125
-57
53
– –
-4,973
54
– –
-3,000
1 2
3