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
$163M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$613K
3
+$583K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$582K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$454K

Top Sells

1
+$433K
2
+$294K
3
+$265K
4
DD icon
DuPont de Nemours
DD
+$238K
5
BND icon
Vanguard Total Bond Market
BND
+$181K

Sector Composition

1 Financials 11.9%
2 Technology 2.48%
3 Healthcare 1%
4 Consumer Staples 0.79%
5 Industrials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.4M 14.34%
709,691
-13,122
2
$18.9M 11.55%
227,230
-2,173
3
$14.5M 8.9%
238,512
+67,792
4
$14.2M 8.69%
270,916
5
$10.3M 6.32%
38,346
+2,279
6
$10.1M 6.18%
237,568
+13,691
7
$8.66M 5.3%
207,767
+10,888
8
$7.13M 4.37%
81,615
-533
9
$6.59M 4.03%
22,482
-192
10
$4.84M 2.97%
30,928
+1,422
11
$3.48M 2.13%
16,478
+2
12
$3.37M 2.06%
210,042
+14,122
13
$3.06M 1.88%
262,014
+7,512
14
$2.75M 1.68%
123,844
-4,288
15
$2.45M 1.5%
96,852
+23,074
16
$2.4M 1.47%
21,518
17
$2.35M 1.44%
89,467
+6,782
18
$1.96M 1.2%
73,792
-10,002
19
$1.89M 1.16%
12,599
20
$1.5M 0.92%
22,786
-295
21
$1.46M 0.89%
29,428
+212
22
$1.4M 0.85%
13,466
23
$1.26M 0.77%
70,660
+8,704
24
$1.2M 0.74%
23,564
+1,225
25
$1.11M 0.68%
8,263
+20
1
2 3