LFA

Lauterbach Financial Advisors Portfolio holdings

AUM $204M
1-Year Est. Return 19.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$229K
3
+$225K
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$218K
5
GM icon
General Motors
GM
+$218K

Top Sells

1
+$148K
2
+$136K
3
+$76.9K
4
JPM icon
JPMorgan Chase
JPM
+$74.3K
5
GE icon
GE Aerospace
GE
+$61.7K

Sector Composition

1 Financials 4.04%
2 Technology 4.02%
3 Consumer Staples 2.69%
4 Energy 2.45%
5 Consumer Discretionary 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$229K 0.19%
7,038
52
$228K 0.18%
+800
53
$227K 0.18%
+9,286
54
$226K 0.18%
3,069
-16
55
$219K 0.18%
+600
56
$217K 0.18%
+4,108
57
$212K 0.17%
+5,767
58
$210K 0.17%
1,790
59
$136K 0.11%
12,237
60
$112K 0.09%
31,910
1 2
3