LAUTERBACH FINANCIAL ADVISORS, LLC
LAUTERBACH FINANCIAL ADVISORS, LLC runs LAUTERBACH FINANCIAL ADVISORS, LLC and currently holds 79 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $204.75M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. LAUTERBACH FINANCIAL ADVISORS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, LAUTERBACH FINANCIAL ADVISORS, LLC's portfolio at LAUTERBACH FINANCIAL ADVISORS, LLC has delivered returns of +21.26%. Their 3-year annualized return is +52.66%. Looking at the 5-year horizon, LAUTERBACH FINANCIAL ADVISORS, LLC has achieved +39.06% annualized returns at LAUTERBACH FINANCIAL ADVISORS, LLC.
Portfolio Value
$204.75M
Alpha Score
35.8
#0 of 1000
Holdings
79
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|