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
$202M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$991K
3
+$951K
4
NYF icon
iShares New York Muni Bond ETF
NYF
+$940K
5
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$686K

Top Sells

1
+$208K
2
+$151K
3
+$142K
4
NFLX icon
Netflix
NFLX
+$111K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$109K

Sector Composition

1 Technology 1.79%
2 Energy 1.01%
3 Communication Services 0.77%
4 Financials 0.7%
5 Industrials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$43.2K 0.02%
6,210
127
$43.1K 0.02%
+166
128
$41.8K 0.02%
1,039
+3
129
$41K 0.02%
630
130
$40.6K 0.02%
150
131
$39.8K 0.02%
1,920
132
$37.2K 0.02%
740
133
$36K 0.02%
353
+3
134
$34K 0.02%
250
135
$33.8K 0.02%
1,004
136
$33.1K 0.02%
1,025
-340
137
$32.4K 0.02%
450
+150
138
$31.8K 0.02%
216
139
$31.3K 0.02%
619
140
$30.2K 0.02%
300
-70
141
$29.5K 0.01%
201
-50
142
$28.3K 0.01%
182
-78
143
$27.6K 0.01%
918
144
$27.5K 0.01%
254
145
$27.3K 0.01%
300
146
$27.1K 0.01%
164
147
$26.9K 0.01%
546
+4
148
$25.6K 0.01%
101
-16
149
$25.1K 0.01%
103
150
$24.1K 0.01%
221
-100
4 5
6
7 8