LFA
Level Financial Advisors Portfolio holdings
AUM
$321M
1-Year Return
9.38%
This Quarter Return
+3.31%
1 Year Return
+9.38%
3 Year Return
+32.37%
5 Year Return
–
10 Year Return
–
AUM
$179M
AUM Growth
+$12.5M
(+7.5%)
Cap. Flow
+$7.23M
Cap. Flow
% of AUM
4.04%
Top 10 Holdings %
Top 10 Hldgs %
66.35%
Holding
289
New
43
Increased
68
Reduced
34
Closed
5
Top Buys
Top Sells
| 1 |
Dimensional US Marketwide Value ETF
DFUV
|
$220K |
| 2 |
Agilon Health
AGL
|
$148K |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$139K |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$132K |
| 5 |
iShares Micro-Cap ETF
IWC
|
$128K |
Sector Composition
| 1 | Technology | 1.73% |
| 2 | Energy | 1.19% |
| 3 | Communication Services | 1.02% |
| 4 | Financials | 0.75% |
| 5 | Consumer Discretionary | 0.54% |
