LFA

Level Financial Advisors Portfolio holdings

AUM $355M
1-Year Est. Return 8.47%
This Quarter Est. Return
1 Year Est. Return
+8.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
-$230K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$492K
3
+$471K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$453K
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$371K

Top Sells

1
+$373K
2
+$290K
3
+$178K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$163K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$138K

Sector Composition

1 Technology 1.87%
2 Energy 1.31%
3 Communication Services 0.88%
4 Financials 0.76%
5 Consumer Discretionary 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.97K ﹤0.01%
100
227
$3.95K ﹤0.01%
27
-58
228
$3.86K ﹤0.01%
126
229
$3.73K ﹤0.01%
+38
230
$3.67K ﹤0.01%
100
231
$3.57K ﹤0.01%
23
232
$3.36K ﹤0.01%
+53
233
$3.31K ﹤0.01%
25
-5
234
$3.21K ﹤0.01%
83
235
$3.12K ﹤0.01%
82
-245
236
$3.02K ﹤0.01%
25
237
$2.98K ﹤0.01%
392
238
$2.92K ﹤0.01%
196
239
$2.92K ﹤0.01%
269
240
$2.46K ﹤0.01%
8
-5
241
$2.41K ﹤0.01%
+51
242
$2.32K ﹤0.01%
13
-41
243
$2.3K ﹤0.01%
38
244
$2.18K ﹤0.01%
149
245
$2.14K ﹤0.01%
19
246
$2.13K ﹤0.01%
120
-80
247
$2.01K ﹤0.01%
22
248
$1.98K ﹤0.01%
5
-5
249
$1.9K ﹤0.01%
10
250
$1.84K ﹤0.01%
1,000
8 9
10
11 12