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LFA

Lauterbach Financial Advisors Portfolio holdings

AUM $205M
1-Year Est. Return 23.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$386K
3
+$365K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$330K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$219K

Top Sells

1
+$205K
2
+$168K
3
+$163K
4
BSVO icon
EA Bridgeway Omni Small-Cap Value ETF
BSVO
+$111K
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$81.7K

Sector Composition

1 Financials 6.37%
2 Technology 4.99%
3 Energy 1.62%
4 Consumer Staples 1.56%
5 Consumer Discretionary 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$472K 0.24%
6,278
+509
52
$461K 0.23%
12,193
+420
53
$428K 0.22%
698
+171
54
$424K 0.21%
633
55
$415K 0.21%
1,096
+1
56
$412K 0.21%
12,952
+1,260
57
$406K 0.2%
5,040
+5
58
$404K 0.2%
657
59
$376K 0.19%
1,113
60
$372K 0.19%
8,356
-112
61
$371K 0.19%
3,716
-13
62
$365K 0.18%
+7,575
63
$358K 0.18%
8,333
-101
64
$352K 0.18%
2,540
65
$348K 0.18%
14,282
+3,378
66
$346K 0.17%
519
+68
67
$345K 0.17%
11,360
+115
68
$331K 0.17%
4,032
69
$319K 0.16%
7,392
+20
70
$296K 0.15%
800
71
$256K 0.13%
8,038
72
$254K 0.13%
1,790
73
$251K 0.13%
1,038
74
$246K 0.12%
4,111
+20
75
$241K 0.12%
+858
1 2
3
4