LFS
Lutz Financial Services Portfolio holdings
AUM
$1.29B
This Quarter Return
-10.52%
1 Year Return
+7.26%
3 Year Return
+28.43%
5 Year Return
+47.64%
10 Year Return
–
AUM
$754M
AUM Growth
+$754M
(-7%)
Cap. Flow
+$30.8M
Cap. Flow
% of AUM
4.09%
Top 10 Holdings %
Top 10 Hldgs %
57.41%
Holding
70
New
10
Increased
25
Reduced
27
Closed
3
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$24M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$9.6M |
| 3 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$6.79M |
| 4 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$6.22M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$5.96M |
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
$21.8M |
| 2 |
Schwab US TIPS ETF
SCHP
|
$9.28M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$7.95M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$5.51M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$3.07M |
Sector Composition
| 1 | Financials | 0.18% |
