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
$179M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$550K
3
+$540K
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$435K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$432K

Top Sells

1
+$220K
2
+$148K
3
+$139K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$132K
5
IWC icon
iShares Micro-Cap ETF
IWC
+$128K

Sector Composition

1 Technology 1.73%
2 Energy 1.19%
3 Communication Services 1.02%
4 Financials 0.75%
5 Consumer Discretionary 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$33.6K 0.02%
+350
127
$32.4K 0.02%
385
+35
128
$32K 0.02%
250
+50
129
$32K 0.02%
619
130
$32K 0.02%
321
131
$30.3K 0.02%
266
+20
132
$29.3K 0.02%
200
+50
133
$29K 0.02%
117
-15
134
$28.8K 0.02%
1,004
135
$28.2K 0.02%
918
136
$27.2K 0.02%
103
137
$27K 0.02%
370
+70
138
$25.9K 0.01%
164
139
$24.7K 0.01%
740
140
$23.7K 0.01%
+825
141
$23.2K 0.01%
300
142
$22.9K 0.01%
538
+4
143
$21K 0.01%
623
144
$20.9K 0.01%
202
145
$20.7K 0.01%
1,552
146
$19.6K 0.01%
400
147
$19.6K 0.01%
91
148
$19.5K 0.01%
348
+36
149
$19.4K 0.01%
147
150
$19.1K 0.01%
1,000
4 5
6
7 8