LFS
Lutz Financial Services Portfolio holdings
AUM
$1.29B
This Quarter Return
+3.7%
1 Year Return
+7.26%
3 Year Return
+28.43%
5 Year Return
+47.64%
10 Year Return
–
AUM
$751M
AUM Growth
+$751M
(+11%)
Cap. Flow
+$49.1M
Cap. Flow
% of AUM
6.54%
Top 10 Holdings %
Top 10 Hldgs %
58.85%
Holding
62
New
5
Increased
26
Reduced
27
Closed
–
Top Buys
| 1 |
Dimensional US Small Cap ETF
DFAS
|
$13.2M |
| 2 |
Dimensional US Targeted Value ETF
DFAT
|
$6.31M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$5.05M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$4.58M |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
$4.33M |
Top Sells
Sector Composition
| 1 | Financials | 0.09% |
