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
51
$578K 0.11%
10,000
52
$550K 0.11%
4,602
53
$542K 0.1%
4,542
54
$541K 0.1%
4,846
+3
55
$525K 0.1%
5,686
56
$431K 0.08%
3,357
57
$398K 0.08%
11,738
-1,227
58
$374K 0.07%
35,632
+24
59
$354K 0.07%
5,420
+16
60
$352K 0.07%
2,582
+59
61
$344K 0.07%
2,670
+558
62
$336K 0.06%
17,817
+6,108
63
$336K 0.06%
3,962
-726
64
$281K 0.05%
2,760
+16
65
$270K 0.05%
1,300
-101
66
$269K 0.05%
4,803
1 2
3