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LFA

Lauterbach Financial Advisors Portfolio holdings

AUM $205M
1-Year Est. Return 23.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$386K
3
+$365K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$330K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$219K

Top Sells

1
+$205K
2
+$168K
3
+$163K
4
BSVO icon
EA Bridgeway Omni Small-Cap Value ETF
BSVO
+$111K
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$81.7K

Sector Composition

1 Financials 6.37%
2 Technology 4.99%
3 Energy 1.62%
4 Consumer Staples 1.56%
5 Consumer Discretionary 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.15M 0.58%
1,445
+109
27
$1.09M 0.55%
4,946
+60
28
$1.01M 0.51%
32,027
+2,270
29
$914K 0.46%
4,800
30
$856K 0.43%
8,735
31
$820K 0.41%
8,784
32
$815K 0.41%
4,001
33
$809K 0.41%
6,912
34
$795K 0.4%
2,641
+1
35
$732K 0.37%
6,125
36
$713K 0.36%
8,506
+347
37
$690K 0.35%
3,578
38
$687K 0.35%
21,425
+3,197
39
$645K 0.32%
12,800
40
$636K 0.32%
3,054
+5
41
$635K 0.32%
2,941
42
$618K 0.31%
3,540
43
$589K 0.3%
3,175
44
$575K 0.29%
5,580
-307
45
$561K 0.28%
15,823
46
$529K 0.27%
1,613
-8
47
$512K 0.26%
7,547
-318
48
$490K 0.25%
1,101
49
$483K 0.24%
4,445
+1,414
50
$483K 0.24%
19,641
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