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
$131M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$14.9M
3
+$14.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.57M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.27M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.02%
2 Communication Services 2.57%
3 Energy 1.36%
4 Consumer Discretionary 1.11%
5 Financials 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6K ﹤0.01%
+480
202
$6K ﹤0.01%
+186
203
$5K ﹤0.01%
+148
204
$5K ﹤0.01%
+171
205
$5K ﹤0.01%
+27
206
$5K ﹤0.01%
+34
207
$5K ﹤0.01%
+41
208
$5K ﹤0.01%
+50
209
$5K ﹤0.01%
+155
210
$5K ﹤0.01%
+18
211
$4K ﹤0.01%
+19
212
$4K ﹤0.01%
+20
213
$4K ﹤0.01%
+493
214
$4K ﹤0.01%
+100
215
$4K ﹤0.01%
+31
216
$4K ﹤0.01%
+22
217
$4K ﹤0.01%
+234
218
$4K ﹤0.01%
+9
219
$4K ﹤0.01%
+8
220
$4K ﹤0.01%
+23
221
$4K ﹤0.01%
+47
222
$3K ﹤0.01%
+47
223
$3K ﹤0.01%
+36
224
$3K ﹤0.01%
+78
225
$3K ﹤0.01%
+64
7 8
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