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
$131M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$14.9M
3
+$14.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.57M
5
VCSH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$24K 0.02%
+175
127
$23K 0.02%
+77
128
$22K 0.02%
+478
129
$21K 0.02%
+1,000
130
$21K 0.02%
+2,124
131
$20K 0.02%
+174
132
$20K 0.02%
+128
133
$20K 0.02%
+147
134
$19K 0.01%
+91
135
$19K 0.01%
+29
136
$18K 0.01%
+390
137
$18K 0.01%
+948
138
$17K 0.01%
+105
139
$17K 0.01%
+320
140
$17K 0.01%
+404
141
$17K 0.01%
+140
142
$17K 0.01%
+500
143
$17K 0.01%
+145
144
$17K 0.01%
+220
145
$17K 0.01%
+158
146
$17K 0.01%
+68
147
$16K 0.01%
+28
148
$15K 0.01%
+588
149
$15K 0.01%
+93
150
$15K 0.01%
+109
4 5
6
7 8