LFS
Lutz Financial Services Portfolio holdings
AUM
$1.29B
This Quarter Return
-0.65%
1 Year Return
+7.26%
3 Year Return
+28.43%
5 Year Return
+47.64%
10 Year Return
–
AUM
$1.15B
AUM Growth
+$1.15B
(+0.26%)
Cap. Flow
+$12.4M
Cap. Flow
% of AUM
1.08%
Top 10 Holdings %
Top 10 Hldgs %
58.64%
Holding
87
New
1
Increased
25
Reduced
41
Closed
–
Top Buys
| 1 |
iShares MBS ETF
MBB
|
$6.29M |
| 2 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$4.69M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$1.37M |
| 4 |
Vanguard Total Bond Market
BND
|
$1.35M |
| 5 |
iShares National Muni Bond ETF
MUB
|
$1.32M |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$1.62M |
| 2 |
iShares Core S&P US Value ETF
IUSV
|
$1M |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
$958K |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
$911K |
| 5 |
iShares TIPS Bond ETF
TIP
|
$701K |
Sector Composition
| 1 | Technology | 0.35% |
| 2 | Financials | 0.17% |
| 3 | Communication Services | 0.1% |
| 4 | Consumer Discretionary | 0.05% |
| 5 | Healthcare | 0.03% |
