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
$179M
AUM Growth
-$230K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$492K
3
+$471K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$453K
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$371K

Top Sells

1
+$373K
2
+$290K
3
+$178K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$163K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$138K

Sector Composition

1 Technology 1.87%
2 Energy 1.31%
3 Communication Services 0.88%
4 Financials 0.76%
5 Consumer Discretionary 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$110K 0.06%
4,344
+1,647
77
$106K 0.06%
423
78
$105K 0.06%
1,993
+390
79
$99K 0.06%
1,222
-203
80
$89.4K 0.05%
530
81
$85.6K 0.05%
677
-16
82
$85.2K 0.05%
410
-21
83
$84.8K 0.05%
1,821
84
$84K 0.05%
867
+474
85
$82.4K 0.05%
851
-24
86
$81K 0.05%
+821
87
$80.3K 0.04%
305
88
$79.9K 0.04%
4,740
-45
89
$78.8K 0.04%
278
90
$77K 0.04%
470
91
$76.1K 0.04%
1,450
92
$74.9K 0.04%
3,616
-2
93
$73.9K 0.04%
150
+25
94
$71.7K 0.04%
343
95
$66.1K 0.04%
585
96
$65.5K 0.04%
420
-89
97
$65.2K 0.04%
1,087
98
$64.8K 0.04%
562
+500
99
$63.3K 0.04%
1,000
100
$61.8K 0.03%
903
-112
2 3
4
5 6