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
-$2.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$354K
3
+$340K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$294K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$284K

Top Sells

1
+$2.57M
2
+$1.87M
3
+$1.14M
4
CZFC
Citizens First Corporation
CZFC
+$310K
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$237K

Sector Composition

1 Financials 12.73%
2 Technology 2.62%
3 Healthcare 1.01%
4 Consumer Staples 0.84%
5 Industrials 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$262K 0.16%
+8,198
52
$259K 0.16%
2,007
-50
53
$255K 0.16%
9,000
54
$242K 0.15%
2,174
+7
55
$228K 0.14%
1,836
-295
56
$203K 0.13%
980
-25
57
$200K 0.12%
+3,280
58
$200K 0.12%
3,537
59
$149K 0.09%
3,353
60
– –
-1,083
61
– –
-7,279
62
– –
-12,100
1 2
3