LFS

Lutz Financial Services Portfolio holdings

AUM $1.38B
1-Year Est. Return 6.23%
This Quarter Est. Return
1 Year Est. Return
+6.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$930M
AUM Growth
+$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$3.71M
3
+$2.91M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.82M
5
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$2.79M

Top Sells

1
+$2.28M
2
+$1.43M
3
+$1.19M
4
AAPL icon
Apple
AAPL
+$681K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$413K

Sector Composition

1 Technology 0.29%
2 Financials 0.19%
3 Communication Services 0.09%
4 Consumer Discretionary 0.04%
5 Healthcare 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$237K 0.03%
9,882
-8,492
77
$227K 0.02%
+2,330
78
$218K 0.02%
1,501
-106
79
$216K 0.02%
+1,067
80
$205K 0.02%
+3,356
81
$202K 0.02%
+430
82
– –
-1,314
1 2 3
4