LFA
Level Financial Advisors Portfolio holdings
AUM
$321M
1-Year Return
9.38%
This Quarter Return
-2.79%
1 Year Return
+9.38%
3 Year Return
+32.37%
5 Year Return
–
10 Year Return
–
AUM
$179M
AUM Growth
-$230K
(-0.13%)
Cap. Flow
+$4.85M
Cap. Flow
% of AUM
2.71%
Top 10 Holdings %
Top 10 Hldgs %
65.72%
Holding
301
New
17
Increased
51
Reduced
60
Closed
17
Top Buys
| 1 |
Avantis Real Estate ETF
AVRE
|
$1.07M |
| 2 |
Microsoft
MSFT
|
$492K |
| 3 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$471K |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$453K |
| 5 |
Dimensional Global Real Estate ETF
DFGR
|
$371K |
Top Sells
Sector Composition
| 1 | Technology | 1.87% |
| 2 | Energy | 1.31% |
| 3 | Communication Services | 0.88% |
| 4 | Financials | 0.76% |
| 5 | Consumer Discretionary | 0.57% |
