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
$186M
AUM Growth
-$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$510K
2
+$355K
3
+$206K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$138K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$117K

Top Sells

1
+$3.87M
2
+$2.96M
3
+$2.71M
4
MAA icon
Mid-America Apartment Communities
MAA
+$1.35M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$906K

Sector Composition

1 Financials 12.8%
2 Technology 4.24%
3 Healthcare 1.3%
4 Consumer Discretionary 0.96%
5 Industrials 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,150
77
– –
-1,606
1 2 3
4