LFA

Level Financial Advisors Portfolio holdings

AUM $378M
1-Year Est. Return 12.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.6%
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
+$7.44M
2
+$3.62M
3
+$2.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.37M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.18M

Top Sells

1
+$519K
2
+$351K
3
+$267K
4
IWC icon
iShares Micro-Cap ETF
IWC
+$234K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$190K

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%
+10
277
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15
278
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12
279
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280
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282
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283
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41
284
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96
+24
285
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+1
287
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49
288
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290
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+7
291
$1K ﹤0.01%
+30
292
$1K ﹤0.01%
9
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294
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297
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50
298
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75
299
$0 ﹤0.01%
+10
300
$0 ﹤0.01%
+25
10 11
12
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