LFA

Lauterbach Financial Advisors Portfolio holdings

AUM $204M
1-Year Est. Return 19.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
-$4.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$684K
2
+$585K
3
+$579K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$316K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$206K

Top Sells

1
+$673K
2
+$556K
3
+$351K
4
AMZN icon
Amazon
AMZN
+$348K
5
COIN icon
Coinbase
COIN
+$239K

Sector Composition

1 Financials 5.85%
2 Technology 4.55%
3 Consumer Staples 2.21%
4 Energy 1.98%
5 Consumer Discretionary 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-3,820
77
– –
-600
78
– –
-2,201
79
– –
-655
1 2 3
4