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
$112M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$727K
2
+$620K
3
+$602K
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$327K
5
UBER icon
Uber
UBER
+$239K

Top Sells

1
+$655K
2
+$312K
3
+$279K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$261K
5
TSLA icon
Tesla
TSLA
+$228K

Sector Composition

1 Financials 4.56%
2 Technology 3.7%
3 Consumer Staples 2.99%
4 Energy 2.79%
5 Consumer Discretionary 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$602K 0.54%
+4,275
27
$577K 0.51%
6,804
+573
28
$517K 0.46%
6,150
+350
29
$421K 0.38%
3,619
30
$420K 0.37%
10,168
+49
31
$385K 0.34%
8,244
+2,450
32
$377K 0.34%
3,803
-317
33
$355K 0.32%
1,655
34
$351K 0.31%
1,098
+1
35
$350K 0.31%
1,019
+6
36
$340K 0.3%
1,100
37
$322K 0.29%
22,060
+10
38
$299K 0.27%
10,296
+7
39
$298K 0.27%
9,525
+270
40
$287K 0.26%
4,294
41
$282K 0.25%
12,862
+541
42
$281K 0.25%
6,125
+9
43
$273K 0.24%
5,775
44
$239K 0.21%
+9,673
45
$239K 0.21%
3,173
+1
46
$237K 0.21%
7,038
47
$230K 0.2%
+9,915
48
$230K 0.2%
+3,376
49
$220K 0.2%
+4,209
50
$218K 0.19%
+3,085
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