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
$189M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$1.41M
3
+$1.33M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$1.16M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$872K

Top Sells

1
+$6.34M
2
+$2.52M
3
+$872K
4
BND icon
Vanguard Total Bond Market
BND
+$765K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$484K

Sector Composition

1 Financials 10.13%
2 Technology 4.6%
3 Healthcare 2.39%
4 Consumer Discretionary 1.33%
5 Real Estate 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$494K 0.26%
17,461
52
$487K 0.26%
12,183
+140
53
$468K 0.25%
24,772
-1,204
54
$437K 0.23%
9,847
-4,374
55
$436K 0.23%
23,323
-450
56
$433K 0.23%
19,334
-7,546
57
$427K 0.23%
7,782
+260
58
$407K 0.22%
16,886
-312
59
$368K 0.19%
1,332
60
$366K 0.19%
3,838
+60
61
$363K 0.19%
2,023
-30
62
$335K 0.18%
2,043
+172
63
$333K 0.18%
4,107
64
$332K 0.18%
2,013
+32
65
$308K 0.16%
7,049
+965
66
$303K 0.16%
2,553
67
$303K 0.16%
2,747
+2
68
$288K 0.15%
11,181
+463
69
$272K 0.14%
7,171
+832
70
$257K 0.14%
3,440
+110
71
$240K 0.13%
1,800
72
$237K 0.13%
1,877
+80
73
$231K 0.12%
4,016
-149
74
$227K 0.12%
1,388
+31
75
$225K 0.12%
4,021
+685
1 2
3
4