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
$217M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.72M
3
+$1.86M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.52M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$887K

Top Sells

1
+$1.97M
2
+$326K
3
+$156K
4
USB icon
US Bancorp
USB
+$147K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$113K

Sector Composition

1 Financials 9.94%
2 Technology 4.29%
3 Healthcare 2.38%
4 Consumer Staples 1.2%
5 Consumer Discretionary 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$259K 0.12%
3,440
77
$257K 0.12%
2,546
78
$248K 0.11%
1,372
-16
79
$245K 0.11%
+3,077
80
$240K 0.11%
+6,864
81
$234K 0.11%
+10,652
82
$231K 0.11%
878
-10
83
$226K 0.1%
427
84
$215K 0.1%
3,765
-251
85
$209K 0.1%
+843
86
$208K 0.1%
+3,885
87
$203K 0.09%
+4,483
1 2 3
4