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
$244M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$2.92M
3
+$2.53M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.98M
5
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$1.05M

Top Sells

1
+$1.55M
2
+$886K
3
+$374K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$294K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$270K

Sector Composition

1 Financials 7.5%
2 Technology 5.07%
3 Healthcare 1.75%
4 Consumer Discretionary 1.74%
5 Consumer Staples 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$278K 0.11%
970
-47
77
$269K 0.11%
3,886
-220
78
$261K 0.11%
3,079
+32
79
$252K 0.1%
1,191
+79
80
$250K 0.1%
6,820
-755
81
$233K 0.1%
4,107
82
$230K 0.09%
1,242
83
$229K 0.09%
+4,668
84
$225K 0.09%
+461
85
$216K 0.09%
2,863
-580
86
$207K 0.08%
2,110
-206
87
$203K 0.08%
422
-5
88
$203K 0.08%
5,452
+22
89
$171K 0.07%
+10,724
90
$4.49K ﹤0.01%
+12,130
91
– –
-838
92
– –
-904
1 2 3
4