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
$179M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$550K
3
+$540K
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$435K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$432K

Top Sells

1
+$220K
2
+$148K
3
+$139K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$132K
5
IWC icon
iShares Micro-Cap ETF
IWC
+$128K

Sector Composition

1 Technology 1.73%
2 Energy 1.19%
3 Communication Services 1.02%
4 Financials 0.75%
5 Consumer Discretionary 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$12.4K 0.01%
104
177
$12.3K 0.01%
70
178
$12.2K 0.01%
+250
179
$12.2K 0.01%
260
-115
180
$12K 0.01%
109
+102
181
$11.7K 0.01%
175
182
$11.6K 0.01%
+25
183
$11.4K 0.01%
+48
184
$11.2K 0.01%
+574
185
$11K 0.01%
72
186
$10.9K 0.01%
+85
187
$10.7K 0.01%
189
+157
188
$10.4K 0.01%
600
189
$10.2K 0.01%
137
+12
190
$10.1K 0.01%
+54
191
$9.82K 0.01%
+51
192
$9.63K 0.01%
101
193
$9.45K 0.01%
+53
194
$9.27K 0.01%
188
195
$9.23K 0.01%
+42
196
$9.15K 0.01%
+82
197
$8.61K ﹤0.01%
+264
198
$8.51K ﹤0.01%
+160
199
$8.27K ﹤0.01%
+204
200
$7.92K ﹤0.01%
59
6 7
8
9 10