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
$112M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$727K
2
+$620K
3
+$602K
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$327K
5
UBER icon
Uber
UBER
+$239K

Top Sells

1
+$655K
2
+$312K
3
+$279K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$261K
5
TSLA icon
Tesla
TSLA
+$228K

Sector Composition

1 Financials 4.56%
2 Technology 3.7%
3 Consumer Staples 2.99%
4 Energy 2.79%
5 Consumer Discretionary 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$216K 0.19%
+1,790
52
$139K 0.12%
12,237
53
$125K 0.11%
31,910
54
– –
-11,558
55
– –
-859
56
– –
-6,477
57
– –
-7,161
1 2
3