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
76
$85K 0.06%
875
77
$83K 0.06%
764
+2
78
$81K 0.06%
1,350
-400
79
$78K 0.06%
336
+66
80
$76K 0.06%
530
81
$76K 0.06%
404
82
$70K 0.05%
305
83
$65K 0.05%
1,387
-254
84
$63K 0.05%
867
85
$62K 0.05%
1,405
86
$62K 0.05%
1,072
87
$61K 0.05%
+700
88
$56K 0.04%
470
89
$55K 0.04%
1,087
90
$55K 0.04%
339
91
$53K 0.04%
406
92
$52K 0.04%
226
93
$50K 0.04%
568
-228
94
$50K 0.04%
1,000
95
$49K 0.04%
945
+50
96
$48K 0.04%
630
97
$46K 0.03%
690
98
$45K 0.03%
90
99
$44K 0.03%
997
100
$43K 0.03%
612
2 3
4
5 6