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
$153M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$633K
3
+$631K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$512K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$446K

Top Sells

1
+$3.17M
2
+$1.3M
3
+$476K
4
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$361K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$233K

Sector Composition

1 Financials 10.83%
2 Technology 2.11%
3 Healthcare 1.07%
4 Consumer Staples 0.73%
5 Energy 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$239K 0.16%
5,297
52
$228K 0.15%
1,287
53
$209K 0.14%
4,021
54
$205K 0.13%
1,005
-3
55
$202K 0.13%
+2,204
56
$126K 0.08%
3,485
+354
57
– –
-5,795
58
– –
-3,537
59
– –
-17,530
60
– –
-17,204
1 2
3