LFS

Lutz Financial Services Portfolio holdings

AUM $1.47B
1-Year Est. Return 9.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$814M
AUM Growth
+$82.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$30.9M
2
+$8.31M
3
+$7.51M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$5.85M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$5.59M

Top Sells

1
+$22.9M
2
+$4.74M
3
+$3.83M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$3.34M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$2.96M

Sector Composition

1 Financials 0.35%
2 Technology 0.23%
3 Consumer Discretionary 0.03%
4 Healthcare 0.03%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,230
77
– –
-2,127
78
– –
-8,505
1 2 3
4