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
$225M
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$6.03M
3
+$3.29M
4
MAA icon
Mid-America Apartment Communities
MAA
+$1.38M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$1.36M

Top Sells

1
+$1.35M
2
+$1.13M
3
+$450K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$433K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$410K

Sector Composition

1 Financials 11.02%
2 Technology 5.22%
3 Healthcare 2.09%
4 Consumer Discretionary 1.58%
5 Real Estate 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$253K 0.11%
+5,018
77
$250K 0.11%
2,690
-1,218
78
$232K 0.1%
+2,697
79
$226K 0.1%
+1,533
80
$224K 0.1%
+1,917
81
$221K 0.1%
+3,759
82
$210K 0.09%
+3,480
83
$205K 0.09%
+2,207
84
$203K 0.09%
+1,873
85
$7K ﹤0.01%
+97
86
– –
-909
87
– –
-3,523
88
– –
-10,290
89
– –
-3,537
90
– –
-2,035
1 2 3
4