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
$136M
AUM Growth
+$6.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$7.06M
2
+$3.32M
3
+$2.48M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.26M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.08M

Top Sells

1
+$510K
2
+$316K
3
+$261K
4
IWC icon
iShares Micro-Cap ETF
IWC
+$211K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$189K

Sector Composition

1 Technology 1.93%
2 Energy 1.81%
3 Communication Services 1.37%
4 Financials 0.89%
5 Healthcare 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1K ﹤0.01%
41
277
$1K ﹤0.01%
+14
278
$1K ﹤0.01%
+60
279
$1K ﹤0.01%
+6
280
$1K ﹤0.01%
+22
281
$1K ﹤0.01%
+38
282
$1K ﹤0.01%
+7
283
$1K ﹤0.01%
96
+24
284
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+19
285
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+1
286
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49
287
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+20
288
$1K ﹤0.01%
+13
289
$1K ﹤0.01%
+7
290
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+8
291
$1K ﹤0.01%
50
292
$1K ﹤0.01%
50
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+30
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$1K ﹤0.01%
+7
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9
296
$1K ﹤0.01%
200
297
$1K ﹤0.01%
13
298
$1K ﹤0.01%
+22
299
$0 ﹤0.01%
+3
300
$0 ﹤0.01%
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