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
76
$205K 0.1%
+1,518
77
– –
-3,537
1 2 3
4