LFS
Lutz Financial Services Portfolio holdings
AUM
$1.29B
This Quarter Return
+3.43%
1 Year Return
+7.26%
3 Year Return
+28.43%
5 Year Return
+47.64%
10 Year Return
–
AUM
$343M
AUM Growth
–
Cap. Flow
+$343M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
69.35%
Holding
48
New
48
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$34M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$31.5M |
| 3 |
Vanguard Total Bond Market
BND
|
$27.5M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$25.2M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$24.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 1.37% |
| 2 | Industrials | 1.04% |
| 3 | Consumer Discretionary | 0.46% |
| 4 | Healthcare | 0.15% |
