LFA
Level Financial Advisors Portfolio holdings
AUM
$321M
1-Year Return
9.38%
This Quarter Return
+5.01%
1 Year Return
+9.38%
3 Year Return
+32.37%
5 Year Return
–
10 Year Return
–
AUM
$131M
AUM Growth
–
Cap. Flow
+$131M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
71.8%
Holding
284
New
282
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$34.4M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$14.9M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$14.7M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$7.57M |
| 5 |
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% |
