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
$153M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$1.53M
3
+$1.44M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.39M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.25M

Top Sells

1
+$1.2M
2
+$1.17M
3
+$1.01M
4
XOM icon
Exxon Mobil
XOM
+$694K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$338K

Sector Composition

1 Energy 1.48%
2 Technology 1.33%
3 Communication Services 0.97%
4 Financials 0.87%
5 Healthcare 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$8K 0.01%
411
177
$7K ﹤0.01%
225
178
$7K ﹤0.01%
62
179
$7K ﹤0.01%
184
-67
180
$7K ﹤0.01%
100
181
$6K ﹤0.01%
19
182
$6K ﹤0.01%
+234
183
$6K ﹤0.01%
67
184
$6K ﹤0.01%
99
-2
185
$6K ﹤0.01%
+20
186
$6K ﹤0.01%
+194
187
$6K ﹤0.01%
803
188
$5K ﹤0.01%
600
189
$5K ﹤0.01%
+200
190
$5K ﹤0.01%
14
191
$5K ﹤0.01%
392
192
$5K ﹤0.01%
390
193
$5K ﹤0.01%
480
194
$5K ﹤0.01%
50
195
$5K ﹤0.01%
97
196
$4K ﹤0.01%
196
197
$4K ﹤0.01%
116
-10
198
$4K ﹤0.01%
+178
199
$4K ﹤0.01%
+52
200
$4K ﹤0.01%
244
6 7
8
9 10