LFA

Level Financial Advisors Portfolio holdings

AUM $392M
1-Year Est. Return 12.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$1.04M
3
+$933K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$856K
5
AVRE icon
Avantis Real Estate ETF
AVRE
+$791K

Top Sells

1
+$379K
2
+$290K
3
+$227K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$223K
5
REET icon
iShares Global REIT ETF
REET
+$159K

Sector Composition

1 Technology 1.52%
2 Energy 1.32%
3 Communication Services 1.06%
4 Financials 0.75%
5 Consumer Discretionary 0.49%
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