LFS
Lutz Financial Services Portfolio holdings
AUM
$1.29B
This Quarter Return
-1.33%
1 Year Return
+7.26%
3 Year Return
+28.43%
5 Year Return
+47.64%
10 Year Return
–
AUM
$1.24B
AUM Growth
+$1.24B
(+0.4%)
Cap. Flow
+$69.2M
Cap. Flow
% of AUM
5.59%
Top 10 Holdings %
Top 10 Hldgs %
58.87%
Holding
94
New
7
Increased
43
Reduced
33
Closed
2
Top Buys
| 1 |
Schwab US TIPS ETF
SCHP
|
$24.2M |
| 2 |
Schwab US Mid-Cap ETF
SCHM
|
$10.5M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$8.63M |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$4.27M |
| 5 |
iShares MBS ETF
MBB
|
$3.88M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.45M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$1.23M |
| 3 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$466K |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
$401K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$345K |
Sector Composition
| 1 | Technology | 0.37% |
| 2 | Financials | 0.23% |
| 3 | Communication Services | 0.1% |
| 4 | Consumer Discretionary | 0.08% |
| 5 | Healthcare | 0.02% |
