LFA

Lauterbach Financial Advisors Portfolio holdings

AUM $199M
1-Year Est. Return 16.35%
This Quarter Est. Return
1 Year Est. Return
+16.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
-$3.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$414K
2
+$407K
3
+$395K
4
UBER icon
Uber
UBER
+$227K
5
LULU icon
lululemon athletica
LULU
+$219K

Top Sells

1
+$405K
2
+$202K
3
+$201K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$201K
5
CDE icon
Coeur Mining
CDE
+$150K

Sector Composition

1 Financials 4.91%
2 Technology 3.55%
3 Consumer Staples 2.86%
4 Consumer Discretionary 2.45%
5 Energy 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$457K 0.42%
1,097
27
$391K 0.36%
1,109
-22
28
$349K 0.32%
3,834
+6
29
$331K 0.3%
5,205
+7
30
$310K 0.28%
9,608
-312
31
$309K 0.28%
3,619
32
$302K 0.27%
11,525
-176
33
$302K 0.27%
840
-6
34
$297K 0.27%
2,246
35
$296K 0.27%
8,370
-185
36
$287K 0.26%
5,775
37
$273K 0.25%
827
+5
38
$261K 0.24%
4,704
+184
39
$260K 0.24%
4,294
40
$240K 0.22%
4,204
-512
41
$239K 0.22%
5,475
+1,975
42
$229K 0.21%
1,790
43
$227K 0.21%
+6,350
44
$220K 0.2%
2,849
+254
45
$220K 0.2%
2,898
-179
46
$219K 0.2%
+600
47
$214K 0.19%
800
48
$201K 0.18%
1,615
49
$200K 0.18%
1,846
+9
50
$140K 0.13%
38,710
+15,710
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