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
$135M
AUM Growth
-$376K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.47M
3
+$1.6M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.25M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$816K

Top Sells

1
+$2.72M
2
+$1.22M
3
+$1.11M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$351K
5
AAPL icon
Apple
AAPL
+$190K

Sector Composition

1 Energy 1.76%
2 Technology 1.68%
3 Communication Services 1.19%
4 Financials 0.86%
5 Healthcare 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4K ﹤0.01%
186
202
$4K ﹤0.01%
480
203
$4K ﹤0.01%
171
-72
204
$4K ﹤0.01%
50
205
$4K ﹤0.01%
97
206
$4K ﹤0.01%
25
207
$4K ﹤0.01%
126
208
$3K ﹤0.01%
47
209
$3K ﹤0.01%
149
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$3K ﹤0.01%
25
211
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30
212
$3K ﹤0.01%
100
213
$3K ﹤0.01%
23
214
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18
-50
215
$3K ﹤0.01%
269
-553
216
$2K ﹤0.01%
38
217
$2K ﹤0.01%
83
218
$2K ﹤0.01%
78
219
$2K ﹤0.01%
13
220
$2K ﹤0.01%
22
221
$2K ﹤0.01%
24
222
$2K ﹤0.01%
21
-2
223
$2K ﹤0.01%
10
224
$1K ﹤0.01%
47
225
$1K ﹤0.01%
16
+6
7 8
9
10 11