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
76
$69K 0.05%
+1,676
77
$68K 0.05%
+1,066
78
$66K 0.05%
+226
79
$66K 0.05%
+593
80
$63K 0.05%
+867
81
$63K 0.05%
+938
82
$62K 0.05%
+530
83
$60K 0.05%
+342
84
$59K 0.05%
+997
85
$58K 0.04%
+1,000
86
$58K 0.04%
+1,365
87
$56K 0.04%
+760
88
$56K 0.04%
+650
89
$54K 0.04%
+1,552
90
$53K 0.04%
+264
91
$52K 0.04%
+612
92
$51K 0.04%
+521
93
$51K 0.04%
+314
94
$50K 0.04%
+1,128
95
$49K 0.04%
+870
96
$49K 0.04%
+419
97
$49K 0.04%
+226
98
$48K 0.04%
+1,234
99
$47K 0.04%
+226
100
$47K 0.04%
+585
2 3
4
5 6