LFA
Lauterbach Financial Advisors Portfolio holdings
AUM
$182M
This Quarter Return
+4.45%
1 Year Return
+14.6%
3 Year Return
+58.07%
5 Year Return
–
10 Year Return
–
AUM
$124M
AUM Growth
+$124M
(+10%)
Cap. Flow
+$7.1M
Cap. Flow
% of AUM
5.73%
Top 10 Holdings %
Top 10 Hldgs %
78.19%
Holding
60
New
7
Increased
19
Reduced
12
Closed
–
Top Buys
| 1 |
EA Bridgeway Omni Small-Cap Value ETF
BSVO
|
$5.64M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$235K |
| 3 |
Stryker
SYK
|
$228K |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
$227K |
| 5 |
lululemon athletica
LULU
|
$219K |
Top Sells
| 1 |
Dimensional International Value ETF
DFIV
|
$148K |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$138K |
| 3 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$77.6K |
| 4 |
JPMorgan Chase
JPM
|
$70.6K |
| 5 |
Dimensional US Small Cap ETF
DFAS
|
$32.5K |
Sector Composition
| 1 | Financials | 4.04% |
| 2 | Technology | 4.02% |
| 3 | Consumer Staples | 2.69% |
| 4 | Energy | 2.45% |
| 5 | Consumer Discretionary | 1.89% |
