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
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$550K
3
+$540K
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$435K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$432K

Top Sells

1
+$220K
2
+$148K
3
+$139K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$132K
5
IWC icon
iShares Micro-Cap ETF
IWC
+$128K

Sector Composition

1 Technology 1.73%
2 Energy 1.19%
3 Communication Services 1.02%
4 Financials 0.75%
5 Consumer Discretionary 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$58.7K 0.03%
1,234
102
$58.3K 0.03%
718
+645
103
$58.2K 0.03%
121
+31
104
$56.9K 0.03%
267
+41
105
$56.1K 0.03%
573
+52
106
$55.7K 0.03%
264
107
$55.6K 0.03%
575
+508
108
$55.3K 0.03%
1,121
-245
109
$51.3K 0.03%
980
110
$48.3K 0.03%
630
111
$47.1K 0.03%
612
112
$46.9K 0.03%
226
113
$45.9K 0.03%
565
+382
114
$44.6K 0.02%
416
115
$44K 0.02%
652
116
$43.3K 0.02%
177
117
$41.6K 0.02%
1,365
118
$41.5K 0.02%
656
119
$38.4K 0.02%
393
120
$38.1K 0.02%
150
121
$38.1K 0.02%
251
122
$36.9K 0.02%
320
+100
123
$36.6K 0.02%
+260
124
$36.6K 0.02%
997
125
$36K 0.02%
+1,920
3 4
5
6 7