LFA
Lauterbach Financial Advisors Portfolio holdings
AUM
$182M
This Quarter Return
+10.84%
1 Year Return
+14.6%
3 Year Return
+58.07%
5 Year Return
–
10 Year Return
–
AUM
$144M
AUM Growth
+$144M
(+13%)
Cap. Flow
+$2.89M
Cap. Flow
% of AUM
2.01%
Top 10 Holdings %
Top 10 Hldgs %
78.26%
Holding
68
New
8
Increased
21
Reduced
19
Closed
1
Top Buys
Top Sells
| 1 |
Dimensional US Targeted Value ETF
DFAT
|
$439K |
| 2 |
Starbucks
SBUX
|
$156K |
| 3 |
Wells Fargo
WFC
|
$111K |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
$84K |
| 5 |
Goldman Sachs
GS
|
$64.8K |
Sector Composition
| 1 | Financials | 4.39% |
| 2 | Technology | 4.28% |
| 3 | Energy | 2.11% |
| 4 | Consumer Staples | 2.02% |
| 5 | Consumer Discretionary | 1.94% |
