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
$144M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$551K
2
+$375K
3
+$316K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$302K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$300K

Top Sells

1
+$439K
2
+$156K
3
+$111K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$84K
5
GS icon
Goldman Sachs
GS
+$64.8K

Sector Composition

1 Financials 4.39%
2 Technology 4.28%
3 Energy 2.11%
4 Consumer Staples 2.02%
5 Consumer Discretionary 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$623K 0.43%
3,014
+6
27
$618K 0.43%
10,425
-240
28
$608K 0.42%
12,017
+1,556
29
$596K 0.41%
9,673
30
$553K 0.39%
3,531
31
$531K 0.37%
1,098
32
$531K 0.37%
3,578
33
$530K 0.37%
1,747
34
$484K 0.34%
1,256
-168
35
$472K 0.33%
19,594
+6,771
36
$452K 0.32%
15,713
+437
37
$398K 0.28%
8,086
-2,249
38
$392K 0.27%
1,100
-35
39
$344K 0.24%
3,381
+93
40
$336K 0.23%
12,663
+573
41
$322K 0.22%
1,358
+17
42
$309K 0.22%
8,866
-390
43
$307K 0.21%
600
44
$303K 0.21%
5,775
45
$302K 0.21%
+633
46
$300K 0.21%
+1,094
47
$299K 0.21%
5,746
-96
48
$295K 0.21%
8,757
-920
49
$271K 0.19%
1,089
50
$269K 0.19%
566
+6
1
2
3