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 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
151
$23.6K 0.01%
91
152
$23.4K 0.01%
202
153
$23.4K 0.01%
623
154
$22K 0.01%
264
155
$21.1K 0.01%
1,140
+708
156
$21K 0.01%
148
+1
157
$20.8K 0.01%
400
158
$20.2K 0.01%
348
159
$20.1K 0.01%
404
160
$20.1K 0.01%
42
161
$19.7K 0.01%
105
162
$19.1K 0.01%
597
163
$19.1K 0.01%
263
164
$18.4K 0.01%
320
165
$18.1K 0.01%
1,000
166
$18.1K 0.01%
1,079
-44
167
$17.8K 0.01%
153
168
$17.5K 0.01%
+566
169
$17.5K 0.01%
292
170
$17.1K 0.01%
597
-4
171
$16.4K 0.01%
513
+294
172
$16.4K 0.01%
140
173
$15.6K 0.01%
918
174
$14.8K 0.01%
58
175
$14.6K 0.01%
1,200