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
$153M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$1.53M
3
+$1.44M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.39M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.25M

Top Sells

1
+$1.2M
2
+$1.17M
3
+$1.01M
4
XOM icon
Exxon Mobil
XOM
+$694K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$338K

Sector Composition

1 Energy 1.48%
2 Technology 1.33%
3 Communication Services 0.97%
4 Financials 0.87%
5 Healthcare 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$21K 0.01%
1,123
-6
127
$21K 0.01%
623
128
$20K 0.01%
77
+3
129
$20K 0.01%
1,000
130
$19K 0.01%
386
+42
131
$19K 0.01%
720
+20
132
$17K 0.01%
260
+14
133
$17K 0.01%
140
134
$17K 0.01%
115
135
$16K 0.01%
105
136
$16K 0.01%
655
-7,704
137
$16K 0.01%
+654
138
$16K 0.01%
42
139
$16K 0.01%
152
+1
140
$16K 0.01%
312
141
$16K 0.01%
183
142
$15K 0.01%
918
143
$15K 0.01%
292
144
$14K 0.01%
1,200
145
$14K 0.01%
+50
146
$14K 0.01%
874
-972
147
$14K 0.01%
648
-534
148
$14K 0.01%
175
+8
149
$13K 0.01%
320
150
$13K 0.01%
28
4 5
6
7 8