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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
+0.95%
1 Year Est. Return
+11.67%
3 Year Est. Return
+11.83%
5 Year Est. Return
+48.2%
10 Year Est. Return
–
AUM
$161M
AUM Growth
+$1.92M
(+1.2%)
Cap. Flow
+$721K
Cap. Flow
% of AUM
0.45%
Top 10 Holdings %
Top 10 Hldgs %
70.86%
Holding
55
New
1
Increased
23
Reduced
22
Closed
3
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$2.45M |
| 2 |
Vanguard Total Bond Market
BND
|
+$1.42M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
+$632K |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$350K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$300K |
Top Sells
| 1 |
Vanguard Small-Cap ETF
VB
|
+$851K |
| 2 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$736K |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$683K |
| 4 |
Schwab US TIPS ETF
SCHP
|
+$542K |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$430K |
Sector Composition
| 1 | Financials | 11.08% |
| 2 | Technology | 2.12% |
| 3 | Healthcare | 0.9% |
| 4 | Energy | 0.51% |
| 5 | Industrials | 0.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
GE Aerospace
GE
$369B
| $203K | 0.13% |
3,123
-15
| -0.5% | -$1K |
|
52
McDonald's
MCD
$191B
| $201K | 0.12% |
+1,287
| New | +$209K |
|
53
Berkshire Hathaway Class B
BRK.B
$1.06T
| – | – |
-1,005
| Closed | -$200K |
|
54
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$717M
| – | – |
-18,050
| Closed | -$324K |
|
|
55
Schwab US TIPS ETF
SCHP
$16.5B
| – | – |
-19,736
| Closed | -$542K |
|
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