LFA
Lauterbach Financial Advisors Portfolio holdings
AUM
$182M
1-Year Est. Return
14.6%
1 Year Est. Return
+14.6%
AUM
$160M
AUM Growth
-$4.29M
(-2.6%)
Holding
79
Top Buys
| 1 | +$632K | |
| 2 | +$571K | |
| 3 | +$568K | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$301K |
| 5 |
Coca-Cola
KO
|
+$213K |
Top Sells
| 1 | +$621K | |
| 2 | +$528K | |
| 3 | +$332K | |
| 4 |
Amazon
AMZN
|
+$305K |
| 5 |
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
General Motors
GM
$64.5B
| – | – |
-3,820
|
|
||
77
lululemon athletica
LULU
$20.2B
| – | – |
-600
|
|
||
78
Parsons
PSN
$8.88B
| – | – |
-2,201
|
|
||
79
GE Vernova
GEV
$159B
| – | – |
-655
|
|