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
51
$182K 0.13%
2,479
-563
52
$180K 0.13%
8,359
+1,072
53
$179K 0.13%
2,994
+599
54
$165K 0.12%
2,497
+752
55
$161K 0.12%
1,702
-46
56
$160K 0.12%
2,222
-487
57
$148K 0.11%
554
58
$145K 0.11%
1,189
+1
59
$142K 0.1%
3,680
60
$133K 0.1%
2,157
61
$131K 0.1%
1,360
-40
62
$131K 0.1%
476
-129
63
$128K 0.09%
1,137
64
$122K 0.09%
693
65
$116K 0.09%
358
66
$108K 0.08%
408
-93
67
$105K 0.08%
3,784
+2,577
68
$104K 0.08%
775
69
$101K 0.07%
747
-25
70
$100K 0.07%
585
-79
71
$100K 0.07%
500
72
$97K 0.07%
593
+8
73
$92K 0.07%
6,519
-219
74
$86K 0.06%
4,540
-664
75
$86K 0.06%
+280
1 2
3
4 5