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LFA
Lauterbach Financial Advisors Portfolio holdings
AUM
$205M
1-Year Est. Return
23.65%
This Fund
S&P 500
1 Year Est. Return
+23.65%
AUM
$205M
AUM Growth
+$292K
(+0.14%)
Holding
82
Top Buys
| 1 | +$1.35M | |
| 2 | +$534K | |
| 3 | +$273K | |
| 4 |
Coca-Cola
KO
|
+$203K |
| 5 |
Dimensional US High Profitability ETF
DUHP
|
+$145K |
Top Sells
| 1 | +$933K | |
| 2 | +$481K | |
| 3 | +$464K | |
| 4 |
Dimensional US Targeted Value ETF
DFAT
|
+$429K |
| 5 |
Invesco QQQ Trust
QQQ
|
+$424K |
Sector Composition
| 1 | Financials | 5.52% |
| 2 | Technology | 4.12% |
| 3 | Energy | 2.23% |
| 4 | Consumer Staples | 1.39% |
| 5 | Consumer Discretionary | 1.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Coca-Cola
KO
$348B
| $204K | 0.1% |
+2,682
|
|
||
77
Citigroup
C
$241B
| $204K | 0.1% |
1,795
+10
|
|
||
78
Visa
V
$616B
| $203K | 0.1% |
671
|
|
||
79
Innoviz Technologies
INVZ
$136M
| $14.1K | 0.01% |
22,270
-10,000
|
|
||
80
Coinbase
COIN
$44.7B
| – | – |
-1,113
|
|
||
81
IBM
IBM
$253B
| – | – |
-714
|
|
||
82
Vanguard S&P 500 Growth ETF
VOOG
$26.2B
| – | – |
-2,850
|
|