LFA

Lauterbach Financial Advisors Portfolio holdings

AUM $199M
1-Year Est. Return 16.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
-$4.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$9.43M
2
+$461K
3
+$361K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$325K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$319K

Top Sells

1
+$302K
2
+$240K
3
+$239K
4
UBER icon
Uber
UBER
+$227K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$220K

Sector Composition

1 Financials 4.25%
2 Consumer Staples 2.96%
3 Technology 2.82%
4 Energy 2.28%
5 Consumer Discretionary 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-600
52
– –
-1,615
53
– –
-800
54
– –
-840
55
– –
-6,350
56
– –
-1,846
1 2
3