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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
76
$235K 0.12%
+3,847
77
$233K 0.12%
1,117
78
$211K 0.11%
1,907
+20
79
$207K 0.1%
1,456
80
$207K 0.1%
+2,850
81
$203K 0.1%
596
82
$203K 0.1%
4,385
+37
83
$65.8K 0.03%
32,270
84
– –
-3,000
1 2 3
4