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LFS
Lutz Financial Services Portfolio holdings
AUM
$1.49B
1-Year Est. Return
10.4%
This Fund
S&P 500
1 Year Est. Return
+10.4%
AUM
$1.49B
AUM Growth
+$17.6M
(+1.2%)
Holding
102
Top Buys
| 1 | +$5.06M | |
| 2 | +$4.36M | |
| 3 | +$4.18M | |
| 4 |
Schwab US TIPS ETF
SCHP
|
+$3.61M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$3.34M |
Top Sells
| 1 | +$1.62M | |
| 2 | +$1.07M | |
| 3 | +$937K | |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$612K |
| 5 |
Avantis International Equity ETF
AVDE
|
+$577K |
Sector Composition
| 1 | Technology | 0.33% |
| 2 | Financials | 0.12% |
| 3 | Communication Services | 0.11% |
| 4 | Consumer Discretionary | 0.05% |
| 5 | Healthcare | 0.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Mastercard
MA
$429B
| – | – |
-354
|
|
||
102
Visa
V
$608B
| – | – |
-660
|
|