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
101
$46K 0.04%
+732
102
$46K 0.04%
+770
103
$45K 0.03%
+866
104
$45K 0.03%
+90
105
$45K 0.03%
+150
106
$42K 0.03%
+483
107
$42K 0.03%
+735
108
$40K 0.03%
+1,482
109
$39K 0.03%
+174
110
$37K 0.03%
+1,396
111
$36K 0.03%
+247
112
$35K 0.03%
+918
113
$35K 0.03%
+720
114
$34K 0.03%
+131
115
$34K 0.03%
+145
116
$33K 0.03%
+125
117
$30K 0.02%
+420
118
$30K 0.02%
+233
119
$29K 0.02%
+1,077
120
$28K 0.02%
+325
121
$27K 0.02%
+1,000
122
$26K 0.02%
+106
123
$26K 0.02%
+1,000
124
$25K 0.02%
+130
125
$25K 0.02%
+518
3 4
5
6 7