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
$676M
AUM Growth
+$67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$4.82M
3
+$4.7M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.83M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$3.59M

Top Sells

1
+$1.54M
2
+$1.23M
3
+$935K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$641K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$569K

Sector Composition

1 Financials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$497K 0.07%
30,640
+8
52
$488K 0.07%
1,909
-426
53
$413K 0.06%
3,140
+1
54
$364K 0.05%
5,345
-119
55
$362K 0.05%
2,781
-27
56
$312K 0.05%
4,217
-222
57
$202K 0.03%
+1,088
1 2
3