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
-$230K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$492K
3
+$471K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$453K
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$371K

Top Sells

1
+$373K
2
+$290K
3
+$178K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$163K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$138K

Sector Composition

1 Technology 1.87%
2 Energy 1.31%
3 Communication Services 0.88%
4 Financials 0.76%
5 Consumer Discretionary 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$35.2K 0.02%
260
127
$34.9K 0.02%
1,920
128
$34.3K 0.02%
250
129
$33.3K 0.02%
619
130
$33K 0.02%
321
+1
131
$32.3K 0.02%
350
132
$31.1K 0.02%
200
133
$31K 0.02%
117
134
$28K 0.02%
370
135
$27.5K 0.02%
1,004
136
$26.8K 0.02%
356
-29
137
$26.6K 0.01%
103
138
$26.3K 0.01%
740
139
$25.7K 0.01%
+300
140
$24.9K 0.01%
164
141
$24.2K 0.01%
202
142
$24K 0.01%
254
-67
143
$23.6K 0.01%
918
144
$23.4K 0.01%
300
145
$23.3K 0.01%
400
146
$22.9K 0.01%
825
147
$22.2K 0.01%
216
-50
148
$22.2K 0.01%
542
+4
149
$21.9K 0.01%
404
150
$20.7K 0.01%
623
4 5
6
7 8