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
$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
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3
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283
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