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
$225M
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$6.03M
3
+$3.29M
4
MAA icon
Mid-America Apartment Communities
MAA
+$1.38M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$1.36M

Top Sells

1
+$1.35M
2
+$1.13M
3
+$450K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$433K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$410K

Sector Composition

1 Financials 11.02%
2 Technology 5.22%
3 Healthcare 2.09%
4 Consumer Discretionary 1.58%
5 Real Estate 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$530K 0.24%
16,550
+1,360
52
$529K 0.24%
20,802
-9,528
53
$508K 0.23%
4,331
+550
54
$466K 0.21%
3,136
+235
55
$459K 0.2%
2,843
+121
56
$457K 0.2%
2,056
-151
57
$448K 0.2%
+6,759
58
$443K 0.2%
8,604
+917
59
$437K 0.19%
11,210
+3,012
60
$437K 0.19%
+1,053
61
$392K 0.17%
4,107
62
$381K 0.17%
3,698
+351
63
$361K 0.16%
+4,066
64
$361K 0.16%
+1,407
65
$353K 0.16%
1,709
+342
66
$345K 0.15%
5,420
67
$343K 0.15%
+5,810
68
$330K 0.15%
2,466
+441
69
$323K 0.14%
+1,857
70
$311K 0.14%
1,800
71
$306K 0.14%
+2,220
72
$301K 0.13%
+3,723
73
$296K 0.13%
5,700
+1,154
74
$264K 0.12%
+1,614
75
$263K 0.12%
+400
1 2
3
4