LFAS

Level Four Advisory Services Portfolio holdings

AUM $2.71B
1-Year Est. Return 17.57%
This Quarter Est. Return
1 Year Est. Return
+17.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.52B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1 +$13.2M
2 +$8.25M
3 +$4.42M
4
SPEU icon
SPDR Portfolio Europe ETF
SPEU
+$3.99M
5
AMZN icon
Amazon
AMZN
+$3.98M

Top Sells

1 +$5.14M
2 +$5.11M
3 +$4.83M
4
FNB icon
FNB Corp
FNB
+$2.99M
5
MSFT icon
Microsoft
MSFT
+$2.88M

Sector Composition

1 Technology 17%
2 Healthcare 9.36%
3 Consumer Staples 7.88%
4 Financials 7.04%
5 Consumer Discretionary 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$1.02M 0.07%
25,828
-14,584
277
$1.01M 0.07%
11,042
+831
278
$1.01M 0.07%
43,993
+21,567
279
$1.01M 0.07%
9,666
-2,962
280
$1.01M 0.07%
6,483
+160
281
$1M 0.07%
15,793
+45
282
$989K 0.06%
11,675
+5,633
283
$982K 0.06%
6,932
+2,122
284
$980K 0.06%
60,140
+32,740
285
$967K 0.06%
5,061
-4,363
286
$957K 0.06%
17,610
+5,740
287
$951K 0.06%
4,166
+574
288
$947K 0.06%
55,200
+13,065
289
$946K 0.06%
5,224
+511
290
$945K 0.06%
32,025
291
$938K 0.06%
35,184
-1,404
292
$937K 0.06%
8,459
-2,300
293
$936K 0.06%
20,690
+2,700
294
$923K 0.06%
+34,032
295
$923K 0.06%
17,442
+2,627
296
$917K 0.06%
+29,860
297
$917K 0.06%
3,845
+66
298
$910K 0.06%
8,649
+1,125
299
$905K 0.06%
8,404
+164
300
$894K 0.06%
37,321
+435