LFA
Lauterbach Financial Advisors Portfolio holdings
AUM
$182M
This Quarter Return
+12.27%
1 Year Return
+14.6%
3 Year Return
+58.07%
5 Year Return
–
10 Year Return
–
AUM
$112M
AUM Growth
+$112M
(+14%)
Cap. Flow
+$2.66M
Cap. Flow
% of AUM
2.37%
Top 10 Holdings %
Top 10 Hldgs %
80.11%
Holding
57
New
8
Increased
23
Reduced
7
Closed
4
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$727K |
| 2 |
Avantis International Small Cap Value ETF
AVDV
|
$620K |
| 3 |
IBM
IBM
|
$602K |
| 4 |
Dimensional US Targeted Value ETF
DFAT
|
$327K |
| 5 |
Uber
UBER
|
$239K |
Top Sells
Sector Composition
| 1 | Financials | 4.56% |
| 2 | Technology | 3.7% |
| 3 | Consumer Staples | 2.99% |
| 4 | Energy | 2.79% |
| 5 | Consumer Discretionary | 1.5% |
