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
$124M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$235K
3
+$228K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$227K
5
LULU icon
lululemon athletica
LULU
+$219K

Top Sells

1
+$148K
2
+$138K
3
+$77.6K
4
JPM icon
JPMorgan Chase
JPM
+$70.6K
5
GE icon
GE Aerospace
GE
+$70.3K

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