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
$814M
AUM Growth
+$82.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$31.3M
2 +$8.33M
3 +$7.49M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$6.11M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$5.58M

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
-2,127
77
-8,505
78
-2,230