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
$918M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$9.41M
2
+$7.24M
3
+$4.4M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.05M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$2.36M

Top Sells

1
+$3.9M
2
+$2.67M
3
+$1.63M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.41M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.2M

Sector Composition

1 Technology 0.28%
2 Financials 0.22%
3 Communication Services 0.08%
4 Consumer Discretionary 0.05%
5 Healthcare 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$223K 0.02%
9,320
-562
77
$223K 0.02%
1,537
+36
78
$215K 0.02%
1,627
-565
79
$211K 0.02%
392
-38
80
$209K 0.02%
1,067
81
$204K 0.02%
+2,460
82
– –
-3,356
1 2 3
4