LFS
Lutz Financial Services Portfolio holdings
AUM
$1.29B
This Quarter Return
+1.56%
1 Year Return
+7.26%
3 Year Return
+28.43%
5 Year Return
+47.64%
10 Year Return
–
AUM
$351M
AUM Growth
+$351M
(+3.6%)
Cap. Flow
+$7.29M
Cap. Flow
% of AUM
2.08%
Top 10 Holdings %
Top 10 Hldgs %
69.01%
Holding
44
New
1
Increased
18
Reduced
19
Closed
2
Top Buys
| 1 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$2.86M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.39M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$1.34M |
| 4 |
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
|
$1.24M |
| 5 |
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
|
$1,000K |
Top Sells
| 1 |
Vanguard S&P 500 Value ETF
VOOV
|
$1.92M |
| 2 |
Vanguard Total Bond Market
BND
|
$1.45M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$662K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$457K |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$404K |
Sector Composition
| 1 | Materials | 0.07% |
| 2 | Financials | 0% |
