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
$152M
AUM Growth
-$518K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$426K
2
+$101K
3
+$99K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$89.8K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$76.6K

Top Sells

1
+$10.4M
2
+$2.06M
3
+$1.08M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$218K
5
VB icon
Vanguard Small-Cap ETF
VB
+$113K

Sector Composition

1 Financials 11.54%
2 Technology 2.53%
3 Healthcare 1.09%
4 Consumer Staples 0.78%
5 Energy 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$238K 0.16%
5,297
52
$230K 0.15%
2,218
+14
53
$201K 0.13%
1,005
54
$166K 0.11%
3,352
-133
55
– –
-58,844
56
– –
-139,630
1 2
3