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
$136M
AUM Growth
+$6.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$7.06M
2
+$3.32M
3
+$2.48M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.26M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.08M

Top Sells

1
+$510K
2
+$316K
3
+$261K
4
IWC icon
iShares Micro-Cap ETF
IWC
+$211K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$189K

Sector Composition

1 Technology 1.93%
2 Energy 1.81%
3 Communication Services 1.37%
4 Financials 0.89%
5 Healthcare 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6K ﹤0.01%
196
202
$6K ﹤0.01%
+36
203
$6K ﹤0.01%
105
+5
204
$6K ﹤0.01%
50
205
$6K ﹤0.01%
+89
206
$6K ﹤0.01%
101
-3
207
$6K ﹤0.01%
243
+72
208
$5K ﹤0.01%
19
209
$5K ﹤0.01%
67
210
$5K ﹤0.01%
83
211
$5K ﹤0.01%
+35
212
$5K ﹤0.01%
+84
213
$5K ﹤0.01%
186
214
$5K ﹤0.01%
390
215
$5K ﹤0.01%
480
216
$5K ﹤0.01%
50
217
$5K ﹤0.01%
97
218
$5K ﹤0.01%
50
219
$5K ﹤0.01%
47
220
$4K ﹤0.01%
600
221
$4K ﹤0.01%
+150
222
$4K ﹤0.01%
244
-372
223
$4K ﹤0.01%
34
224
$4K ﹤0.01%
234
225
$4K ﹤0.01%
+40
7 8
9
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