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
$136M
AUM Growth
+$6.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$7.06M
2
+$3.32M
3
+$2.48M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.26M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.08M

Top Sells

1
+$510K
2
+$316K
3
+$261K
4
IWC icon
iShares Micro-Cap ETF
IWC
+$211K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$189K

Sector Composition

1 Technology 1.93%
2 Energy 1.81%
3 Communication Services 1.37%
4 Financials 0.89%
5 Healthcare 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$12K 0.01%
39
+5
177
$12K 0.01%
400
-300
178
$12K 0.01%
119
+117
179
$12K 0.01%
+565
180
$11K 0.01%
320
181
$11K 0.01%
+238
182
$11K 0.01%
160
183
$11K 0.01%
101
184
$11K 0.01%
+326
185
$11K 0.01%
+822
186
$10K 0.01%
168
187
$10K 0.01%
177
+10
188
$9K 0.01%
5
189
$9K 0.01%
114
+112
190
$8K 0.01%
59
191
$8K 0.01%
101
192
$8K 0.01%
+128
193
$7K 0.01%
225
194
$7K 0.01%
174
195
$7K 0.01%
125
196
$7K 0.01%
104
197
$7K 0.01%
62
198
$7K 0.01%
429
+37
199
$7K 0.01%
101
200
$7K 0.01%
100
6 7
8
9 10