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
$1.15B
AUM Growth
+$2.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$6.29M
2
+$4.69M
3
+$1.37M
4
BND icon
Vanguard Total Bond Market
BND
+$1.35M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.32M

Top Sells

1
+$1.62M
2
+$1M
3
+$958K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$911K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$701K

Sector Composition

1 Technology 0.35%
2 Financials 0.17%
3 Communication Services 0.1%
4 Consumer Discretionary 0.05%
5 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$330K 0.03%
4,068
77
$315K 0.03%
1,558
78
$314K 0.03%
1,711
+180
79
$295K 0.03%
14,776
-6,924
80
$294K 0.03%
4,046
81
$294K 0.03%
5,032
-88
82
$263K 0.02%
3,356
83
$252K 0.02%
3,356
84
$225K 0.02%
1,400
-950
85
$208K 0.02%
4,065
86
$204K 0.02%
8,277
87
$201K 0.02%
3,785
1 2 3
4