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
176
$9K 0.01%
168
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$8K 0.01%
411
-432
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$8K 0.01%
101
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$8K 0.01%
392
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$7K 0.01%
125
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$7K 0.01%
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$6K ﹤0.01%
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$6K ﹤0.01%
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100
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$5K ﹤0.01%
19
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$5K ﹤0.01%
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$5K ﹤0.01%
101
192
$5K ﹤0.01%
390
193
$5K ﹤0.01%
803
-1,321
194
$5K ﹤0.01%
47
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$4K ﹤0.01%
600
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$4K ﹤0.01%
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197
$4K ﹤0.01%
126
+116
198
$4K ﹤0.01%
+14
199
$4K ﹤0.01%
244
200
$4K ﹤0.01%
234
6 7
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