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
$153M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$1.53M
3
+$1.44M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.39M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.25M

Top Sells

1
+$1.2M
2
+$1.17M
3
+$1.01M
4
XOM icon
Exxon Mobil
XOM
+$694K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$338K

Sector Composition

1 Energy 1.48%
2 Technology 1.33%
3 Communication Services 0.97%
4 Financials 0.87%
5 Healthcare 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$192K 0.13%
3,682
+2
52
$168K 0.11%
2,313
+91
53
$166K 0.11%
+3,813
54
$161K 0.11%
1,189
55
$158K 0.1%
3,295
+2,882
56
$152K 0.1%
480
+4
57
$141K 0.09%
770
+185
58
$138K 0.09%
2,175
+18
59
$138K 0.09%
8,562
-2,331
60
$131K 0.09%
358
61
$126K 0.08%
781
+6
62
$124K 0.08%
1,430
-272
63
$121K 0.08%
1,360
64
$120K 0.08%
449
-105
65
$115K 0.08%
4,759
+4,122
66
$114K 0.07%
1,037
-100
67
$111K 0.07%
455
-45
68
$109K 0.07%
768
+4
69
$105K 0.07%
340
+4
70
$101K 0.07%
693
71
$97K 0.06%
885
+10
72
$95K 0.06%
536
-57
73
$95K 0.06%
530
74
$91K 0.06%
759
+12
75
$81K 0.05%
307
+2
1 2
3
4 5