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
$172M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$1.75M
3
+$1.09M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$618K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$577K

Top Sells

1
+$3.36M
2
+$1.47M
3
+$724K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$625K
5
AAPL icon
Apple
AAPL
+$588K

Sector Composition

1 Financials 11.84%
2 Technology 2.97%
3 Healthcare 1.05%
4 Industrials 0.83%
5 Consumer Staples 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$347K 0.2%
16,620
-1,790
52
$331K 0.19%
2,229
+222
53
$324K 0.19%
+3,226
54
$310K 0.18%
+18,400
55
$303K 0.18%
5,409
-342
56
$289K 0.17%
8,198
57
$281K 0.16%
3,525
-497
58
$264K 0.15%
2,180
+6
59
$236K 0.14%
+1,104
60
$235K 0.14%
+2,405
61
$218K 0.13%
3,537
62
$212K 0.12%
+5,085
63
$205K 0.12%
+920
64
$204K 0.12%
+1,420
65
$202K 0.12%
3,436
+83
66
– –
-980
67
– –
-1,836
68
– –
-3,444
1 2
3