LFS
Lutz Financial Services Portfolio holdings
AUM
$1.47B
1-Year Est. Return
9.11%
This Fund
S&P 500
1 Year Est. Return
+9.11%
AUM
$1.47B
AUM Growth
+$88.9M
(+6.4%)
Holding
103
Top Buys
| 1 | +$7.6M | |
| 2 | +$7.31M | |
| 3 | +$6.82M | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$5.89M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$5.89M |
Top Sells
| 1 | +$1.92M | |
| 2 | +$850K | |
| 3 | +$609K | |
| 4 |
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
|
+$364K |
| 5 |
Apple
AAPL
|
+$278K |
Sector Composition
| 1 | Technology | 0.38% |
| 2 | Financials | 0.27% |
| 3 | Communication Services | 0.12% |
| 4 | Consumer Discretionary | 0.06% |
| 5 | Healthcare | 0.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Avantis Emerging Markets Equity ETF
AVEM
$20B
| $213K | 0.01% |
2,766
+17
|
|
||
102
Mastercard
MA
$457B
| $202K | 0.01% |
354
-43
|
|
||
103
Oracle
ORCL
$427B
| – | – |
-855
|
|