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
$131M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$14.9M
3
+$14.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.57M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.27M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.02%
2 Communication Services 2.57%
3 Energy 1.36%
4 Consumer Discretionary 1.11%
5 Financials 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$147K 0.11%
+309
52
$144K 0.11%
+1,402
53
$144K 0.11%
+1,927
54
$138K 0.11%
+2,157
55
$127K 0.1%
+1,970
56
$122K 0.09%
+2,830
57
$111K 0.08%
+430
58
$111K 0.08%
+722
59
$108K 0.08%
+5,568
60
$107K 0.08%
+624
61
$105K 0.08%
+2,096
62
$100K 0.08%
+3,386
63
$99K 0.08%
+358
64
$98K 0.07%
+1,641
65
$94K 0.07%
+414
66
$92K 0.07%
+3,765
67
$90K 0.07%
+1,072
68
$83K 0.06%
+600
69
$82K 0.06%
+305
70
$82K 0.06%
+472
71
$78K 0.06%
+1,581
72
$77K 0.06%
+406
73
$77K 0.06%
+1,087
74
$76K 0.06%
+1,269
75
$69K 0.05%
+601
1 2
3
4 5