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
$107M
AUM Growth
+$8.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.48M
3
+$901K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$692K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$543K

Top Sells

1
+$1.35M
2
+$1.2M
3
+$501K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$228K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$198K

Sector Composition

1 Financials 13.83%
2 Technology 2.62%
3 Consumer Discretionary 1.31%
4 Healthcare 1.17%
5 Industrials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.3M 11.49%
466,382
+107,949
2
$11.1M 10.42%
132,194
+6,378
3
$11.1M 10.38%
275,179
-20
4
$7.86M 7.36%
223,247
+19,648
5
$5.55M 5.19%
26,495
+115
6
$4.96M 4.64%
42,849
-69
7
$4.59M 4.3%
129,961
+7,444
8
$4.43M 4.14%
41,380
-12,615
9
$3.25M 3.04%
16,915
+2,826
10
$3.04M 2.84%
35,696
+29,093
11
$2.89M 2.7%
32,342
-1,635
12
$2.78M 2.6%
24,166
-1,552
13
$2.52M 2.36%
31,169
-6,196
14
$2.45M 2.29%
57,185
-27,967
15
$2.19M 2.04%
81,400
+398
16
$2.11M 1.97%
37,731
-4,091
17
$1.8M 1.69%
133,024
+2,864
18
$1.54M 1.44%
34,566
-4,443
19
$1.47M 1.37%
23,648
+300
20
$1.4M 1.31%
49,628
+6,301
21
$1.26M 1.17%
14,167
+2,058
22
$1.25M 1.17%
31,298
+22,588
23
$1.25M 1.17%
58,595
+3,839
24
$1.09M 1.02%
38,750
-4,892
25
$1.09M 1.02%
45,560
+18,440
1
2 3