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
$113M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$37.4M
2 +$19.8M
3 +$12M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$9.02M
5
JPM icon
JPMorgan Chase
JPM
+$4.94M

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.57%
2 Technology 3.53%
3 Consumer Staples 2.88%
4 Consumer Discretionary 1.96%
5 Healthcare 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$201K 0.18%
+424
52
$150K 0.13%
+29,700
53
$146K 0.13%
+23,000