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
101
$61.1K 0.03%
121
102
$59K 0.03%
1,002
103
$58.8K 0.03%
267
104
$57.4K 0.03%
339
105
$54.7K 0.03%
1,121
106
$52.5K 0.03%
575
107
$51.4K 0.03%
568
+3
108
$50.6K 0.03%
264
109
$48.9K 0.03%
980
110
$48.9K 0.03%
718
111
$47.8K 0.03%
694
-202
112
$46.8K 0.03%
174
+100
113
$43.5K 0.02%
612
114
$42K 0.02%
416
115
$42K 0.02%
652
116
$41.8K 0.02%
226
117
$41.6K 0.02%
177
118
$41.5K 0.02%
+6,210
119
$41.2K 0.02%
1,365
120
$40.6K 0.02%
656
121
$40.3K 0.02%
630
122
$38.7K 0.02%
538
-35
123
$38.3K 0.02%
1,036
-198
124
$37K 0.02%
150
125
$36.6K 0.02%
251
3 4
5
6 7