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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
+3.59%
1 Year Est. Return
+11.67%
3 Year Est. Return
+11.83%
5 Year Est. Return
+48.2%
10 Year Est. Return
–
AUM
$158M
AUM Growth
+$10M
(+6.8%)
Cap. Flow
+$4.81M
Cap. Flow
% of AUM
3.04%
Top 10 Holdings %
Top 10 Hldgs %
72.69%
Holding
55
New
3
Increased
24
Reduced
18
Closed
–
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
+$2.21M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
+$1.76M |
| 3 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$1.08M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$796K |
| 5 |
Schwab US REIT ETF
SCHH
|
+$652K |
Top Sells
| 1 |
Vanguard Small-Cap ETF
VB
|
+$804K |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$703K |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$641K |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
+$452K |
| 5 |
Schwab US TIPS ETF
SCHP
|
+$382K |
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
Pinnacle Financial Partners Inc
PNFP
$15.2B
| $234K | 0.15% |
3,537
| – | – |
|
52
Vanguard Russell 2000 Value ETF
VTWV
$1.28B
| $225K | 0.14% |
2,054
| – | – |
|
53
Berkshire Hathaway Class B
BRK.B
$1.06T
| $222K | 0.14% |
1,125
| – | – |
|
54
McDonald's
MCD
$191B
| $215K | 0.14% |
+1,253
| New | +$210K |
|
55
Meta Platforms (Facebook)
META
$1.68T
| $214K | 0.14% |
+1,213
| New | +$214K |
|
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