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
$1.14B
AUM Growth
+$79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$6.97M
3
+$1.98M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.97M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.81M

Top Sells

1
+$1.6M
2
+$1.08M
3
+$800K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$730K
5
IVOV icon
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
+$691K

Sector Composition

1 Technology 0.29%
2 Financials 0.2%
3 Communication Services 0.08%
4 Consumer Discretionary 0.05%
5 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$311K 0.03%
2,350
+40
77
$296K 0.03%
5,120
78
$292K 0.03%
4,046
79
$286K 0.03%
368
-13
80
$268K 0.02%
3,356
-9
81
$261K 0.02%
1,728
-15
82
$243K 0.02%
3,356
83
$233K 0.02%
1,531
-31
84
$210K 0.02%
4,065
-855
85
$210K 0.02%
+8,277
86
$206K 0.02%
+3,785
1 2 3
4