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
$217M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.72M
3
+$1.86M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.52M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$887K

Top Sells

1
+$1.97M
2
+$326K
3
+$156K
4
USB icon
US Bancorp
USB
+$147K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$113K

Sector Composition

1 Financials 9.94%
2 Technology 4.29%
3 Healthcare 2.38%
4 Consumer Staples 1.2%
5 Consumer Discretionary 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$564K 0.26%
7,503
-1,507
52
$558K 0.26%
3,212
-100
53
$535K 0.25%
8,032
+250
54
$490K 0.23%
24,184
-588
55
$490K 0.23%
9,768
-79
56
$478K 0.22%
17,461
57
$477K 0.22%
1,993
-50
58
$463K 0.21%
2,419
+396
59
$459K 0.21%
1,452
+120
60
$456K 0.21%
3,236
+683
61
$450K 0.21%
23,335
+12
62
$397K 0.18%
16,440
-446
63
$385K 0.18%
7,509
+460
64
$381K 0.18%
16,094
-3,240
65
$372K 0.17%
3,993
+155
66
$337K 0.16%
1,931
-82
67
$315K 0.15%
2,748
+1
68
$309K 0.14%
11,696
+515
69
$301K 0.14%
4,107
70
$292K 0.13%
1,927
+50
71
$285K 0.13%
4,481
+460
72
$283K 0.13%
1,800
73
$276K 0.13%
1,152
74
$265K 0.12%
6,731
-440
75
$259K 0.12%
+2,351
1 2
3
4