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
176
$10K 0.01%
+166
177
$9K 0.01%
+146
178
$9K 0.01%
+100
179
$9K 0.01%
+226
180
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+50
181
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+1
182
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183
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184
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+55
185
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+62
186
$8K 0.01%
+50
187
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+50
188
$7K 0.01%
+87
189
$7K 0.01%
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190
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191
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+81
192
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193
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194
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+20
195
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196
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197
$6K ﹤0.01%
+50
198
$6K ﹤0.01%
+100
199
$6K ﹤0.01%
+186
200
$6K ﹤0.01%
+480
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