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
$110M
AUM Growth
-$3.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$414K
2
+$407K
3
+$395K
4
UBER icon
Uber
UBER
+$227K
5
LULU icon
lululemon athletica
LULU
+$219K

Top Sells

1
+$405K
2
+$202K
3
+$201K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$201K
5
CDE icon
Coeur Mining
CDE
+$150K

Sector Composition

1 Financials 4.91%
2 Technology 3.55%
3 Consumer Staples 2.86%
4 Consumer Discretionary 2.45%
5 Energy 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-2,010
52
– –
-2,294
53
– –
-1,560
54
– –
-29,700
55
– –
-424
1 2
3