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
$202M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$942K
3
+$929K
4
NYF icon
iShares New York Muni Bond ETF
NYF
+$904K
5
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$667K

Top Sells

1
+$200K
2
+$140K
3
+$136K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$105K
5
NFLX icon
Netflix
NFLX
+$99.1K

Sector Composition

1 Technology 1.79%
2 Energy 1.01%
3 Communication Services 0.77%
4 Financials 0.7%
5 Industrials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
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