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
$131M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$14.9M
3
+$14.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.57M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.27M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.02%
2 Communication Services 2.57%
3 Energy 1.36%
4 Consumer Discretionary 1.11%
5 Financials 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1K ﹤0.01%
+17
252
$1K ﹤0.01%
+14
253
$1K ﹤0.01%
+11
254
$1K ﹤0.01%
+22
255
$1K ﹤0.01%
+42
256
$1K ﹤0.01%
+50
257
$1K ﹤0.01%
+24
258
$1K ﹤0.01%
+24
259
$1K ﹤0.01%
+17
260
$1K ﹤0.01%
+49
261
$1K ﹤0.01%
+8
262
$1K ﹤0.01%
+50
263
– –
0
264
$1K ﹤0.01%
+104
265
$0 ﹤0.01%
+100
266
$0 ﹤0.01%
+50
267
$0 ﹤0.01%
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268
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269
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+8
270
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271
$0 ﹤0.01%
+2
272
$0 ﹤0.01%
+16
273
$0 ﹤0.01%
+1
274
$0 ﹤0.01%
+2
275
$0 ﹤0.01%
+1
8 9 10
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