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
$159M
AUM Growth
+$1.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$6.07M
2
+$2.64M
3
+$1.72M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.27M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$960K

Top Sells

1
+$2.05M
2
+$1.44M
3
+$1.01M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$917K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$899K

Sector Composition

1 Financials 11.56%
2 Technology 2.05%
3 Healthcare 0.9%
4 Energy 0.45%
5 Industrials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$254K 0.16%
1,980
+6
52
$227K 0.14%
3,537
53
$203K 0.13%
3,138
-1,547
54
$200K 0.13%
1,005
-120
55
– –
-1,253
56
– –
-2,054
57
– –
-1,213
1 2
3