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
201
$7.78K ﹤0.01%
264
202
$7.34K ﹤0.01%
432
-2
203
$6.95K ﹤0.01%
100
204
$6.66K ﹤0.01%
15
205
$6.29K ﹤0.01%
219
+7
206
$5.99K ﹤0.01%
43
207
$5.8K ﹤0.01%
179
208
$5.76K ﹤0.01%
99
209
$5.7K ﹤0.01%
124
-80
210
$5.62K ﹤0.01%
97
211
$5.46K ﹤0.01%
+272
212
$5.43K ﹤0.01%
19
213
$5.28K ﹤0.01%
12
214
$5.19K ﹤0.01%
140
-20
215
$5.14K ﹤0.01%
116
216
$5.05K ﹤0.01%
+198
217
$4.93K ﹤0.01%
50
218
$4.92K ﹤0.01%
300
219
$4.77K ﹤0.01%
25
220
$4.69K ﹤0.01%
14
221
$4.54K ﹤0.01%
133
222
$4.47K ﹤0.01%
8
-1
223
$4.15K ﹤0.01%
+2,500
224
$4.1K ﹤0.01%
60
-10
225
$4.03K ﹤0.01%
171
7 8
9
10 11