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
$189M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$1.41M
3
+$1.33M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$1.16M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$872K

Top Sells

1
+$6.34M
2
+$2.52M
3
+$872K
4
BND icon
Vanguard Total Bond Market
BND
+$765K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$484K

Sector Composition

1 Financials 10.13%
2 Technology 4.6%
3 Healthcare 2.39%
4 Consumer Discretionary 1.33%
5 Real Estate 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$216K 0.11%
427
-18
77
$212K 0.11%
+1,152
78
$208K 0.11%
2,546
-96
79
$200K 0.11%
888
80
– –
-92
81
– –
-2,571
82
– –
-5,880
1 2 3
4