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
$127M
AUM Growth
-$3.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$67.2K
2
+$52.5K
3
+$38.7K
4
DFIV icon
Dimensional International Value ETF
DFIV
+$35.7K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$24.5K

Top Sells

1
+$223K
2
+$203K
3
+$126K
4
PG icon
Procter & Gamble
PG
+$58.8K
5
BSVO icon
EA Bridgeway Omni Small-Cap Value ETF
BSVO
+$41.7K

Sector Composition

1 Financials 4.35%
2 Technology 4.34%
3 Energy 2.69%
4 Consumer Staples 2.27%
5 Consumer Discretionary 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$609K 0.48%
10,665
+1
27
$600K 0.47%
4,275
28
$550K 0.43%
3,531
29
$541K 0.43%
3,578
30
$507K 0.4%
15,276
31
$498K 0.39%
10,461
+3
32
$465K 0.37%
1,747
+92
33
$461K 0.36%
1,424
+6
34
$455K 0.36%
1,098
35
$445K 0.35%
9,673
36
$422K 0.33%
10,335
+64
37
$398K 0.31%
1,135
+35
38
$348K 0.27%
3,808
39
$308K 0.24%
5,775
40
$307K 0.24%
12,090
+459
41
$306K 0.24%
9,677
42
$297K 0.23%
9,256
43
$290K 0.23%
3,288
+1
44
$289K 0.23%
12,823
+128
45
$286K 0.22%
5,842
-283
46
$285K 0.22%
1,341
+24
47
$272K 0.21%
1,089
+210
48
$261K 0.21%
3,565
+7
49
$240K 0.19%
4,294
50
$239K 0.19%
560
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