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
$168M
AUM Growth
+$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.26M
3
+$1.16M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$706K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$527K

Top Sells

1
+$2.81M
2
+$631K
3
+$545K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$345K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$240K

Sector Composition

1 Financials 11.51%
2 Technology 2.32%
3 Healthcare 0.97%
4 Consumer Staples 0.56%
5 Energy 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$310K 0.18%
5,751
-325
52
$288K 0.17%
4,021
53
$287K 0.17%
5,297
54
$275K 0.16%
1,994
+6
55
$233K 0.14%
+5,795
56
$215K 0.13%
+1,008
57
$215K 0.13%
1,287
58
$212K 0.13%
3,537
59
$169K 0.1%
3,131
+8
1 2
3