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
$177M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.62M
3
+$1.26M
4
NFRA icon
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
+$408K
5
CAT icon
Caterpillar
CAT
+$252K

Top Sells

1
+$1.76M
2
+$714K
3
+$605K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$599K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$544K

Sector Composition

1 Financials 11.82%
2 Technology 4.44%
3 Healthcare 1.47%
4 Industrials 0.93%
5 Consumer Discretionary 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$375K 0.21%
2,871
+1
52
$375K 0.21%
3,908
53
$360K 0.2%
3,931
+375
54
$348K 0.2%
1,617
+272
55
$335K 0.19%
5,409
56
$311K 0.18%
4,300
57
$285K 0.16%
8,198
58
$268K 0.15%
2,194
+4
59
$252K 0.14%
+1,300
60
$248K 0.14%
+3,537
61
$246K 0.14%
+909
62
$242K 0.14%
+3,177
63
$237K 0.13%
10,886
-1,595
64
$234K 0.13%
+3,523
65
$229K 0.13%
+1,800
66
$223K 0.13%
+1,817
67
$218K 0.12%
+5,783
68
$201K 0.11%
+1,457
69
$188K 0.11%
3,294
1 2
3