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
$163M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$613K
3
+$583K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$582K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$454K

Top Sells

1
+$433K
2
+$294K
3
+$265K
4
DD icon
DuPont de Nemours
DD
+$238K
5
BND icon
Vanguard Total Bond Market
BND
+$181K

Sector Composition

1 Financials 11.9%
2 Technology 2.48%
3 Healthcare 1%
4 Consumer Staples 0.79%
5 Industrials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$253K 0.15%
+9,000
52
$240K 0.15%
+2,167
53
$237K 0.15%
+7,279
54
$233K 0.14%
2,131
-87
55
$224K 0.14%
1,083
-204
56
$214K 0.13%
1,005
57
$203K 0.12%
+3,537
58
$175K 0.11%
3,353
+1
59
– –
-5,297
1 2
3