LFA
Level Financial Advisors Portfolio holdings
AUM
$321M
1-Year Return
9.38%
This Quarter Return
-3.9%
1 Year Return
+9.38%
3 Year Return
+32.37%
5 Year Return
–
10 Year Return
–
AUM
$130M
AUM Growth
-$1.33M
(-1%)
Cap. Flow
+$4.24M
Cap. Flow
% of AUM
3.27%
Top 10 Holdings %
Top 10 Hldgs %
73.01%
Holding
296
New
12
Increased
42
Reduced
49
Closed
55
Top Buys
Top Sells
| 1 |
Dimensional US Targeted Value ETF
DFAT
|
$4.11M |
| 2 |
Dimensional International Value ETF
DFIV
|
$750K |
| 3 |
Apple
AAPL
|
$142K |
| 4 |
Invesco NASDAQ Internet ETF
PNQI
|
$122K |
| 5 |
Dimensional US Small Cap ETF
DFAS
|
$98K |
Sector Composition
| 1 | Technology | 2.71% |
| 2 | Communication Services | 2.07% |
| 3 | Energy | 1.79% |
| 4 | Financials | 1% |
| 5 | Consumer Discretionary | 0.97% |
