LFA
Level Financial Advisors Portfolio holdings
AUM
$321M
1-Year Return
9.38%
This Quarter Return
+6.1%
1 Year Return
+9.38%
3 Year Return
+32.37%
5 Year Return
–
10 Year Return
–
AUM
$321M
AUM Growth
+$27.2M
(+9.3%)
Cap. Flow
+$10.8M
Cap. Flow
% of AUM
3.36%
Top 10 Holdings %
Top 10 Hldgs %
55.02%
Holding
91
New
6
Increased
43
Reduced
27
Closed
1
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$2M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$1.22M |
| 3 |
Vanguard Value ETF
VTV
|
$1.11M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$916K |
| 5 |
Dimensional International Small Cap ETF
DFIS
|
$766K |
Top Sells
Sector Composition
| 1 | Consumer Staples | 1.81% |
| 2 | Technology | 1.27% |
| 3 | Industrials | 0.66% |
| 4 | Financials | 0.58% |
| 5 | Communication Services | 0.56% |
