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
$209M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$3.1M
3
+$2.82M
4
MAA icon
Mid-America Apartment Communities
MAA
+$1.35M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$911K

Top Sells

1
+$517K
2
+$355K
3
+$206K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$137K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$127K

Sector Composition

1 Financials 11.73%
2 Technology 4.33%
3 Consumer Discretionary 2.91%
4 Healthcare 1.4%
5 Real Estate 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$451K 0.22%
15,410
+220
52
$438K 0.21%
5,635
-270
53
$432K 0.21%
7,687
54
$417K 0.2%
11,210
+3,012
55
$396K 0.19%
3,781
56
$368K 0.18%
2,723
+1
57
$363K 0.17%
4,107
58
$356K 0.17%
3,745
-163
59
$356K 0.17%
5,420
60
$314K 0.15%
+2,150
61
$303K 0.14%
+3,683
62
$293K 0.14%
1,348
-19
63
$293K 0.14%
2,091
+66
64
$291K 0.14%
3,492
+145
65
$267K 0.13%
1,800
66
$266K 0.13%
4,755
+209
67
$257K 0.12%
3,630
+107
68
$229K 0.11%
3,414
69
$223K 0.11%
10,268
-22
70
$221K 0.11%
+1,606
71
$217K 0.1%
+3,803
72
$214K 0.1%
+1,037
73
$214K 0.1%
+671
74
$211K 0.1%
+5,381
75
$206K 0.1%
909
1 2
3
4