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
$135M
AUM Growth
-$376K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.47M
3
+$1.6M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.25M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$816K

Top Sells

1
+$2.72M
2
+$1.22M
3
+$1.11M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$351K
5
AAPL icon
Apple
AAPL
+$190K

Sector Composition

1 Energy 1.76%
2 Technology 1.68%
3 Communication Services 1.19%
4 Financials 0.86%
5 Healthcare 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$15K 0.01%
140
152
$15K 0.01%
42
-267
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$15K 0.01%
539
-844
154
$15K 0.01%
666
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$15K 0.01%
637
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$14K 0.01%
400
157
$14K 0.01%
312
-566
158
$14K 0.01%
105
159
$13K 0.01%
350
+50
160
$13K 0.01%
28
161
$13K 0.01%
1,200
162
$13K 0.01%
183
163
$13K 0.01%
263
164
$12K 0.01%
292
165
$12K 0.01%
93
-5
166
$12K 0.01%
500
167
$12K 0.01%
175
168
$11K 0.01%
+50
169
$11K 0.01%
918
170
$11K 0.01%
320
171
$11K 0.01%
+100
172
$10K 0.01%
251
173
$10K 0.01%
167
-10
174
$10K 0.01%
160
175
$9K 0.01%
114
5 6
7
8 9