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
$244M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$2.92M
3
+$2.53M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.98M
5
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$1.05M

Top Sells

1
+$1.55M
2
+$886K
3
+$374K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$294K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$270K

Sector Composition

1 Financials 7.5%
2 Technology 5.07%
3 Healthcare 1.75%
4 Consumer Discretionary 1.74%
5 Consumer Staples 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$601K 0.25%
8,240
+204
52
$576K 0.24%
3,212
53
$558K 0.23%
8,426
54
$554K 0.23%
7,321
-190
55
$541K 0.22%
12,780
-1,650
56
$539K 0.22%
2,780
+56
57
$490K 0.2%
3,662
+38
58
$488K 0.2%
8,963
-109
59
$474K 0.19%
21,624
-1,316
60
$453K 0.19%
23,181
-85
61
$444K 0.18%
1,428
-61
62
$436K 0.18%
15,189
-89
63
$404K 0.17%
1,642
-231
64
$396K 0.16%
16,486
+332
65
$383K 0.16%
1,738
-225
66
$362K 0.15%
1,800
67
$350K 0.14%
1,152
68
$339K 0.14%
1,809
-100
69
$333K 0.14%
847
+115
70
$315K 0.13%
12,790
-1,986
71
$305K 0.13%
2,012
+62
72
$295K 0.12%
4,899
+20
73
$291K 0.12%
2,715
+319
74
$291K 0.12%
7,004
+11
75
$285K 0.12%
2,034
-299
1 2
3
4