LFS
Lutz Financial Services Portfolio holdings
AUM
$1.29B
This Quarter Return
+5.83%
1 Year Return
+7.26%
3 Year Return
+28.43%
5 Year Return
+47.64%
10 Year Return
–
AUM
$1.23B
AUM Growth
+$1.23B
(+7.3%)
Cap. Flow
+$17.8M
Cap. Flow
% of AUM
1.44%
Top 10 Holdings %
Top 10 Hldgs %
58.91%
Holding
88
New
1
Increased
31
Reduced
39
Closed
1
Top Buys
| 1 |
iShares MBS ETF
MBB
|
$3.9M |
| 2 |
Vanguard Total Bond Market
BND
|
$3.31M |
| 3 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$2.94M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$2.2M |
| 5 |
Schwab US TIPS ETF
SCHP
|
$1.78M |
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$594K |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$472K |
| 3 |
iShares Core S&P US Value ETF
IUSV
|
$438K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$422K |
| 5 |
Schwab US REIT ETF
SCHH
|
$295K |
Sector Composition
| 1 | Technology | 0.35% |
| 2 | Financials | 0.17% |
| 3 | Communication Services | 0.09% |
| 4 | Consumer Discretionary | 0.05% |
| 5 | Healthcare | 0.02% |
