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
$453M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Sells

1 +$439K
2 +$257K
3 +$216K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$210K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$27.3K

Sector Composition

1 Financials 0.31%
2 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$223K 0.05%
1,490
-1,404
52
$218K 0.05%
+2,479
53
-20,075
54
-10,000