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
101
$43K 0.03%
451
102
$42K 0.03%
521
-27
103
$42K 0.03%
519
-133
104
$41K 0.03%
585
105
$40K 0.03%
177
106
$39K 0.03%
770
107
$39K 0.03%
1,365
108
$38K 0.03%
226
109
$38K 0.03%
3,130
-2,000
110
$37K 0.03%
416
111
$37K 0.03%
794
-159
112
$35K 0.03%
1,234
113
$34K 0.03%
483
114
$34K 0.03%
652
115
$33K 0.02%
686
-2,378
116
$32K 0.02%
264
117
$32K 0.02%
251
-32
118
$31K 0.02%
322
119
$31K 0.02%
150
120
$30K 0.02%
1,004
121
$29K 0.02%
569
-1,598
122
$27K 0.02%
631
123
$27K 0.02%
1,552
124
$26K 0.02%
1,846
-1,728
125
$25K 0.02%
619
3 4
5
6 7