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
$161M
AUM Growth
+$1.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$1.42M
3
+$664K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$351K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$306K

Top Sells

1
+$865K
2
+$748K
3
+$638K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$542K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$440K

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
$203K 0.13%
3,123
-15
52
$201K 0.12%
+1,287
53
– –
-1,005
54
– –
-18,050
55
– –
-19,736
1 2
3