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
-$230K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$492K
3
+$471K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$453K
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$371K

Top Sells

1
+$373K
2
+$290K
3
+$178K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$163K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$138K

Sector Composition

1 Technology 1.87%
2 Energy 1.31%
3 Communication Services 0.88%
4 Financials 0.76%
5 Consumer Discretionary 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$12.7K 0.01%
25
177
$12.6K 0.01%
574
178
$12.4K 0.01%
210
179
$12.2K 0.01%
250
180
$12.1K 0.01%
101
181
$12K 0.01%
260
182
$11.6K 0.01%
109
183
$11.1K 0.01%
50
184
$11K 0.01%
48
185
$11K 0.01%
104
186
$10.7K 0.01%
70
187
$10.7K 0.01%
51
188
$10.3K 0.01%
25
189
$10.3K 0.01%
72
190
$10.2K 0.01%
18
-10
191
$10.2K 0.01%
42
192
$10.1K 0.01%
175
193
$10.1K 0.01%
+2,222
194
$9.98K 0.01%
465
-162
195
$9.88K 0.01%
157
-32
196
$9.71K 0.01%
+58
197
$9.27K 0.01%
125
-12
198
$9.11K 0.01%
600
199
$8.95K 0.01%
188
200
$8.31K ﹤0.01%
59
6 7
8
9 10