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
$158M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.74M
3
+$1.09M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$817K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$653K

Top Sells

1
+$822K
2
+$722K
3
+$650K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$460K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$383K

Sector Composition

1 Financials 12.26%
2 Technology 2.1%
3 Healthcare 0.92%
4 Industrials 0.53%
5 Energy 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$234K 0.15%
3,537
52
$225K 0.14%
2,054
53
$222K 0.14%
1,125
54
$215K 0.14%
+1,253
55
$214K 0.14%
+1,213
1 2
3