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
$131M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$14.9M
3
+$14.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.57M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.27M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.02%
2 Communication Services 2.57%
3 Energy 1.36%
4 Consumer Discretionary 1.11%
5 Financials 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$15K 0.01%
+202
152
$14K 0.01%
+160
153
$14K 0.01%
+616
154
$14K 0.01%
+918
155
$14K 0.01%
+131
156
$14K 0.01%
+168
157
$14K 0.01%
+177
158
$14K 0.01%
+220
159
$13K 0.01%
+244
160
$13K 0.01%
+171
161
$13K 0.01%
+167
162
$13K 0.01%
+150
163
$13K 0.01%
+168
164
$13K 0.01%
+175
165
$12K 0.01%
+400
166
$12K 0.01%
+188
167
$12K 0.01%
+34
168
$12K 0.01%
+242
169
$12K 0.01%
+5
170
$11K 0.01%
+392
171
$11K 0.01%
+101
172
$11K 0.01%
+130
173
$11K 0.01%
+78
174
$11K 0.01%
+600
175
$11K 0.01%
+75
5 6
7
8 9