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
$135M
AUM Growth
-$376K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.47M
3
+$1.6M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.25M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$816K

Top Sells

1
+$2.72M
2
+$1.22M
3
+$1.11M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$351K
5
AAPL icon
Apple
AAPL
+$190K

Sector Composition

1 Energy 1.76%
2 Technology 1.68%
3 Communication Services 1.19%
4 Financials 0.86%
5 Healthcare 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$745K 0.55%
19,113
+6,076
27
$693K 0.51%
13,692
+10,905
28
$659K 0.49%
30,278
+683
29
$612K 0.45%
7,800
-3
30
$589K 0.43%
22,848
31
$522K 0.39%
1,954
-21
32
$502K 0.37%
8,950
+929
33
$414K 0.31%
5,210
34
$411K 0.3%
3,641
-609
35
$409K 0.3%
8,486
-2,048
36
$391K 0.29%
18,345
+11,771
37
$388K 0.29%
1,816
-365
38
$378K 0.28%
7,965
+733
39
$339K 0.25%
1,456
-42
40
$337K 0.25%
5,361
-15
41
$318K 0.23%
1,352
-25
42
$291K 0.21%
6,374
+1,210
43
$256K 0.19%
3,213
44
$255K 0.19%
10,893
-2,331
45
$250K 0.18%
4,216
46
$225K 0.17%
2,155
47
$221K 0.16%
5,597
+4,555
48
$220K 0.16%
5,071
+510
49
$216K 0.16%
3,988
+948
50
$186K 0.14%
522
-10
1
2
3 4 5