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LFAS

Level Four Advisory Services Portfolio holdings

AUM $3.05B
1-Year Est. Return 24.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.92B
AUM Growth
+$207M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$7.1M
2
+$5.1M
3
+$5.01M
4
FMDE icon
Fidelity Enhanced Mid Cap Core ETF
FMDE
+$3.89M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.66M

Top Sells

1
+$6.13M
2
+$5.27M
3
+$3.74M
4
AAPL icon
Apple
AAPL
+$3.61M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.27M

Sector Composition

1 Technology 19.3%
2 Financials 8.21%
3 Consumer Discretionary 6.65%
4 Industrials 5.72%
5 Healthcare 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.94M 0.1%
35,433
+373
227
$2.92M 0.1%
40,170
+1,213
228
$2.91M 0.1%
2,206
-85
229
$2.9M 0.1%
21,675
+765
230
$2.9M 0.1%
106,330
+1,843
231
$2.86M 0.1%
33,957
+11,034
232
$2.81M 0.1%
9,352
+996
233
$2.81M 0.1%
37,001
+9,621
234
$2.81M 0.1%
8,106
+182
235
$2.79M 0.1%
22,445
+626
236
$2.77M 0.09%
13,294
-520
237
$2.73M 0.09%
2,821
+153
238
$2.71M 0.09%
16,699
-1,514
239
$2.69M 0.09%
28,230
-2,712
240
$2.67M 0.09%
26,933
+11,000
241
$2.63M 0.09%
+17,416
242
$2.6M 0.09%
33,243
-286
243
$2.59M 0.09%
11,377
+412
244
$2.55M 0.09%
18,954
+301
245
$2.55M 0.09%
30,090
-175
246
$2.53M 0.09%
17,830
-147
247
$2.53M 0.09%
13,119
-46
248
$2.53M 0.09%
46,496
-920
249
$2.5M 0.09%
59,582
+1,399
250
$2.44M 0.08%
43,746
-476
8 9
10
11 12