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
$202M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$991K
3
+$951K
4
NYF icon
iShares New York Muni Bond ETF
NYF
+$940K
5
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$686K

Top Sells

1
+$208K
2
+$151K
3
+$142K
4
NFLX icon
Netflix
NFLX
+$111K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$109K

Sector Composition

1 Technology 1.79%
2 Energy 1.01%
3 Communication Services 0.77%
4 Financials 0.7%
5 Industrials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$67.4K 0.03%
2,856
-760
102
$66.9K 0.03%
562
103
$63.9K 0.03%
121
104
$63.5K 0.03%
1,002
105
$62.9K 0.03%
+2,700
106
$62.4K 0.03%
1,252
+131
107
$61.2K 0.03%
1,164
+1,113
108
$60.1K 0.03%
575
109
$58K 0.03%
370
-50
110
$55.5K 0.03%
718
111
$54.3K 0.03%
980
112
$50.1K 0.02%
174
113
$50K 0.02%
664
-30
114
$49.3K 0.02%
500
-367
115
$49.1K 0.02%
289
-50
116
$48.8K 0.02%
612
117
$47.9K 0.02%
572
+4
118
$47.4K 0.02%
416
119
$47.4K 0.02%
226
120
$46.3K 0.02%
200
-67
121
$45.9K 0.02%
652
122
$45.4K 0.02%
540
+2
123
$44.4K 0.02%
177
124
$44.3K 0.02%
200
125
$43.6K 0.02%
656
3 4
5
6 7