LFS

Lutz Financial Services Portfolio holdings

AUM $1.29B
1-Year Est. Return 7.26%
This Quarter Est. Return
1 Year Est. Return
+7.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$522M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$5.06M
3
+$4.82M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.15M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.28M

Top Sells

1
+$5.75M
2
+$3.5M
3
+$2.91M
4
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$1.82M
5
IVOV icon
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
+$1.67M

Sector Composition

1 Financials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.07M 0.78%
35,003
+2,398
27
$4.04M 0.77%
70,585
-1,370
28
$3.91M 0.75%
66,453
-799
29
$3.72M 0.71%
21,394
30
$3.49M 0.67%
219,104
+7,494
31
$3.42M 0.66%
134,799
-71,755
32
$3.17M 0.61%
48,644
-693
33
$3.15M 0.6%
+78,376
34
$3.11M 0.6%
27,519
+2,621
35
$3.1M 0.59%
177,884
+101,188
36
$2.86M 0.55%
25,040
+10,919
37
$2.36M 0.45%
40,756
-641
38
$2.3M 0.44%
13,708
-87
39
$2.19M 0.42%
37,787
-1,608
40
$2.1M 0.4%
36,691
-216
41
$2.07M 0.4%
18,295
+1,972
42
$1.5M 0.29%
50,708
+6,336
43
$1.25M 0.24%
8,251
+102
44
$992K 0.19%
9,899
-418
45
$868K 0.17%
28,253
+84
46
$815K 0.16%
32,224
+1,758
47
$785K 0.15%
6,159
+25
48
$781K 0.15%
28,996
+1,106
49
$775K 0.15%
9,557
+267
50
$707K 0.14%
9,447
+3
1
2
3