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
$1.14B
AUM Growth
+$79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$6.97M
3
+$1.98M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.97M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.81M

Top Sells

1
+$1.6M
2
+$1.08M
3
+$800K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$730K
5
IVOV icon
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
+$691K

Sector Composition

1 Technology 0.29%
2 Financials 0.2%
3 Communication Services 0.08%
4 Consumer Discretionary 0.05%
5 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.93M 0.17%
4,588
52
$1.3M 0.11%
3,096
+183
53
$1.24M 0.11%
34,746
54
$1.17M 0.1%
20,123
-27,473
55
$1.11M 0.1%
4,462
-36
56
$1.05M 0.09%
28,514
-289
57
$1.03M 0.09%
20,558
58
$1.01M 0.09%
5,902
+113
59
$909K 0.08%
3,791
60
$903K 0.08%
3,474
-53
61
$827K 0.07%
3,616
62
$760K 0.07%
3,613
63
$712K 0.06%
4,485
-9
64
$687K 0.06%
3,760
65
$660K 0.06%
3,685
-140
66
$651K 0.06%
28,076
67
$644K 0.06%
7,130
+720
68
$551K 0.05%
3,053
+57
69
$511K 0.04%
9,573
70
$441K 0.04%
21,700
-1,068
71
$423K 0.04%
3,827
-183
72
$416K 0.04%
856
+31
73
$342K 0.03%
4,068
74
$328K 0.03%
4,075
75
$312K 0.03%
1,558
-23
1 2
3
4