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
$231M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.51M
3
+$1.34M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$991K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$948K

Top Sells

1
+$1.52M
2
+$706K
3
+$620K
4
AMZN icon
Amazon
AMZN
+$585K
5
NFLX icon
Netflix
NFLX
+$353K

Sector Composition

1 Energy 0.82%
2 Technology 0.61%
3 Financials 0.56%
4 Industrials 0.25%
5 Utilities 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.96M 0.85%
44,818
+4,941
27
$1.95M 0.85%
11,429
+381
28
$1.9M 0.82%
16,489
29
$1.86M 0.8%
4,962
+1,686
30
$1.76M 0.76%
35,185
+10,245
31
$1.57M 0.68%
54,705
+18,696
32
$1.36M 0.59%
39,064
-849
33
$1.35M 0.58%
11,835
-232
34
$1.21M 0.52%
2,707
-59
35
$1.2M 0.52%
51,801
-1,750
36
$1.2M 0.52%
6,574
+45
37
$1.06M 0.46%
17,005
+1,468
38
$961K 0.42%
99,409
+5,155
39
$845K 0.37%
13,608
+795
40
$763K 0.33%
21,232
+2
41
$744K 0.32%
30,390
+470
42
$717K 0.31%
9,102
+1
43
$607K 0.26%
1,491
-412
44
$602K 0.26%
9,269
-106
45
$554K 0.24%
7,391
+3,904
46
$540K 0.23%
4,523
47
$497K 0.22%
7,022
-58
48
$488K 0.21%
14,805
+3,676
49
$443K 0.19%
4,586
50
$436K 0.19%
+6,197
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