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
$231M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.51M
3
+$1.34M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$991K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$948K

Top Sells

1
+$1.52M
2
+$706K
3
+$620K
4
AMZN icon
Amazon
AMZN
+$585K
5
NFLX icon
Netflix
NFLX
+$353K

Sector Composition

1 Energy 0.82%
2 Technology 0.61%
3 Financials 0.56%
4 Industrials 0.25%
5 Utilities 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-8,837
1 2 3
4