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
$153M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$1.53M
3
+$1.44M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.39M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.25M

Top Sells

1
+$1.2M
2
+$1.17M
3
+$1.01M
4
XOM icon
Exxon Mobil
XOM
+$694K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$338K

Sector Composition

1 Energy 1.48%
2 Technology 1.33%
3 Communication Services 0.97%
4 Financials 0.87%
5 Healthcare 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1K ﹤0.01%
+12
252
$1K ﹤0.01%
41
253
$1K ﹤0.01%
+18
254
$1K ﹤0.01%
1,000
255
$1K ﹤0.01%
+8
256
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+10
257
$1K ﹤0.01%
+2
258
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+2
259
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78
260
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22
261
$1K ﹤0.01%
+12
262
$1K ﹤0.01%
+4
263
$1K ﹤0.01%
72
264
$1K ﹤0.01%
+4
265
$1K ﹤0.01%
+14
266
$1K ﹤0.01%
+2
267
$1K ﹤0.01%
+3
268
$1K ﹤0.01%
49
269
$1K ﹤0.01%
+2
270
$1K ﹤0.01%
+12
271
$1K ﹤0.01%
50
272
$1K ﹤0.01%
9
273
$1K ﹤0.01%
200
274
$1K ﹤0.01%
13
275
– –
-50
9 10
11
12 13