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
$161M
AUM Growth
+$1.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$1.42M
3
+$664K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$351K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$306K

Top Sells

1
+$865K
2
+$748K
3
+$638K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$542K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$440K

Sector Composition

1 Financials 11.08%
2 Technology 2.12%
3 Healthcare 0.9%
4 Energy 0.51%
5 Industrials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.4M 15.1%
718,848
+2,151
2
$17.4M 10.78%
219,489
+17,959
3
$16.5M 10.25%
221,010
-10,006
4
$13.6M 8.41%
271,296
+235
5
$8.51M 5.28%
142,074
+40,988
6
$8.28M 5.13%
33,188
+1,209
7
$7.05M 4.37%
164,293
-7,060
8
$6.37M 3.95%
23,490
-578
9
$6.3M 3.91%
77,379
+8,155
10
$5.93M 3.68%
140,526
-15,118
11
$5.47M 3.39%
35,134
-5,560
12
$4.01M 2.49%
114,504
-5,927
13
$3.27M 2.03%
18,036
-181
14
$2.85M 1.76%
136,268
+14,652
15
$2.78M 1.72%
168,398
-3,798
16
$2.69M 1.67%
248,202
+1,164
17
$2.23M 1.38%
21,400
+121
18
$2.2M 1.36%
86,926
+4,064
19
$1.61M 1%
64,926
+14,102
20
$1.58M 0.98%
23,600
-1,960
21
$1.44M 0.89%
8,766
-2,685
22
$1.4M 0.86%
26,923
-882
23
$1.36M 0.84%
29,400
+464
24
$1.24M 0.77%
67,304
-7,324
25
$1.15M 0.71%
44,489
-5,633
1
2 3