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
251
$1.78K ﹤0.01%
13
252
$1.75K ﹤0.01%
30
253
$1.55K ﹤0.01%
15
254
$1.54K ﹤0.01%
+46
255
$1.48K ﹤0.01%
46
-175
256
$1.38K ﹤0.01%
3
-5
257
$1.31K ﹤0.01%
122
258
$1.22K ﹤0.01%
25
259
$1.13K ﹤0.01%
+23
260
$1.02K ﹤0.01%
2
261
$1K ﹤0.01%
41
262
$965 ﹤0.01%
+215
263
$882 ﹤0.01%
30
+9
264
$874 ﹤0.01%
8
-74
265
$832 ﹤0.01%
17
266
$815 ﹤0.01%
18
267
$789 ﹤0.01%
20
268
$785 ﹤0.01%
50
269
$565 ﹤0.01%
78
270
$488 ﹤0.01%
7
271
$468 ﹤0.01%
49
272
$458 ﹤0.01%
12
273
$406 ﹤0.01%
7
274
$382 ﹤0.01%
22
275
$277 ﹤0.01%
47
9 10
11
12 13