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
$876M
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$14.2M
2 +$7.51M
3 +$4.94M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.92M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.34M

Sector Composition

1 Financials 0.3%
2 Technology 0.29%
3 Communication Services 0.06%
4 Consumer Discretionary 0.04%
5 Healthcare 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$204K 0.02%
1,314
+24
77
-2,720