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
151
$20.1K 0.01%
91
152
$19.2K 0.01%
+290
153
$18.6K 0.01%
348
154
$18.1K 0.01%
597
155
$18K 0.01%
42
156
$17.7K 0.01%
320
157
$17.2K 0.01%
263
158
$17K 0.01%
1,000
159
$16.9K 0.01%
1,123
-30
160
$16.6K 0.01%
1,552
161
$16.3K 0.01%
147
162
$16K 0.01%
153
163
$15.9K 0.01%
918
164
$15.9K 0.01%
+71
165
$15.9K 0.01%
220
166
$15.7K 0.01%
601
-37
167
$15.7K 0.01%
105
168
$15.7K 0.01%
472
-525
169
$15.3K 0.01%
292
170
$15.1K 0.01%
140
171
$14.9K 0.01%
1,200
172
$13.2K 0.01%
93
173
$13K 0.01%
50
174
$12.8K 0.01%
160
175
$12.8K 0.01%
+150
5 6
7
8 9