LFS
Lutz Financial Services Portfolio holdings
AUM
$1.29B
This Quarter Return
+13.02%
1 Year Return
+7.26%
3 Year Return
+28.43%
5 Year Return
+47.64%
10 Year Return
–
AUM
$491M
AUM Growth
+$491M
(+9%)
Cap. Flow
-$14.6M
Cap. Flow
% of AUM
-2.97%
Top 10 Holdings %
Top 10 Hldgs %
61.63%
Holding
63
New
2
Increased
14
Reduced
39
Closed
6
Top Buys
| 1 |
SPDR S&P 400 Mid Cap Value ETF
MDYV
|
$7.5M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$6.84M |
| 3 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$4.96M |
| 4 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$4.61M |
| 5 |
Schwab US TIPS ETF
SCHP
|
$4.28M |
