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
$160M
AUM Growth
-$4.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$632K
2
+$571K
3
+$568K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$301K
5
KO icon
Coca-Cola
KO
+$213K

Top Sells

1
+$621K
2
+$528K
3
+$332K
4
AMZN icon
Amazon
AMZN
+$305K
5
COIN icon
Coinbase
COIN
+$239K

Sector Composition

1 Financials 5.85%
2 Technology 4.55%
3 Consumer Staples 2.21%
4 Energy 1.98%
5 Consumer Discretionary 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$930K 0.58%
4,887
-1,602
27
$853K 0.53%
1,601
+1
28
$765K 0.48%
12,800
29
$727K 0.45%
1,330
+7
30
$683K 0.43%
4,000
31
$675K 0.42%
26,072
-1,800
32
$665K 0.41%
3,044
+5
33
$636K 0.4%
8,735
34
$632K 0.39%
+6,125
35
$624K 0.39%
1,728
36
$596K 0.37%
1,098
37
$583K 0.36%
8,115
-942
38
$571K 0.36%
+2,941
39
$568K 0.35%
+3,540
40
$545K 0.34%
19,368
+1,113
41
$527K 0.33%
3,176
+1
42
$526K 0.33%
2,630
+2
43
$521K 0.32%
3,578
44
$517K 0.32%
5,885
+106
45
$498K 0.31%
19,641
46
$469K 0.29%
15,477
47
$452K 0.28%
7,672
+526
48
$446K 0.28%
1,621
+710
49
$356K 0.22%
633
50
$352K 0.22%
5,855
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