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
$165M
AUM Growth
+$367K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$368K
2
+$294K
3
+$239K
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$238K
5
LULU icon
lululemon athletica
LULU
+$229K

Top Sells

1
+$540K
2
+$533K
3
+$243K
4
KO icon
Coca-Cola
KO
+$208K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$200K

Sector Composition

1 Financials 5.72%
2 Technology 5.16%
3 Consumer Discretionary 2.12%
4 Consumer Staples 2.04%
5 Energy 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,889
77
– –
-2,057
1 2 3
4