LFA
Lauterbach Financial Advisors Portfolio holdings
AUM
$182M
This Quarter Return
+8.51%
1 Year Return
+14.6%
3 Year Return
+58.07%
5 Year Return
–
10 Year Return
–
AUM
$152M
AUM Growth
+$152M
(+6.1%)
Cap. Flow
-$2.24M
Cap. Flow
% of AUM
-1.47%
Top 10 Holdings %
Top 10 Hldgs %
75.95%
Holding
69
New
2
Increased
26
Reduced
19
Closed
3
Top Buys
| 1 |
Avantis International Small Cap Value ETF
AVDV
|
$1.14M |
| 2 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
$634K |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$597K |
| 4 |
Palo Alto Networks
PANW
|
$568K |
| 5 |
Pfizer
PFE
|
$460K |
Top Sells
| 1 |
Dimensional US Targeted Value ETF
DFAT
|
$1.71M |
| 2 |
Dimensional US Marketwide Value ETF
DFUV
|
$1.46M |
| 3 |
Dimensional US Core Equity 2 ETF
DFAC
|
$1.12M |
| 4 |
IBM
IBM
|
$733K |
| 5 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$459K |
Sector Composition
| 1 | Financials | 4.98% |
| 2 | Technology | 4.35% |
| 3 | Energy | 2.39% |
| 4 | Consumer Staples | 2.04% |
| 5 | Consumer Discretionary | 1.86% |
