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
$202M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$991K
3
+$951K
4
NYF icon
iShares New York Muni Bond ETF
NYF
+$940K
5
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$686K

Top Sells

1
+$208K
2
+$151K
3
+$142K
4
NFLX icon
Netflix
NFLX
+$111K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$109K

Sector Composition

1 Technology 1.79%
2 Energy 1.01%
3 Communication Services 0.77%
4 Financials 0.7%
5 Industrials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$14.3K 0.01%
160
177
$13.9K 0.01%
70
178
$13.8K 0.01%
109
179
$13.4K 0.01%
101
180
$12.8K 0.01%
268
+8
181
$12.5K 0.01%
48
182
$12.2K 0.01%
1,552
183
$12K 0.01%
2,222
184
$11.9K 0.01%
18
185
$11.9K 0.01%
72
186
$11.7K 0.01%
211
+1
187
$11.6K 0.01%
51
188
$11K 0.01%
104
189
$10.9K 0.01%
465
190
$10.8K 0.01%
574
191
$10.7K 0.01%
50
192
$10.4K 0.01%
157
193
$10.3K 0.01%
50
194
$9.99K ﹤0.01%
175
195
$9.69K ﹤0.01%
59
196
$9.51K ﹤0.01%
188
197
$9.2K ﹤0.01%
125
198
$8.36K ﹤0.01%
71
199
$8.18K ﹤0.01%
267
+134
200
$8.04K ﹤0.01%
100
6 7
8
9 10