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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
301
$1.73M 0.06%
34,284
+11,963
302
$1.71M 0.06%
6,989
+707
303
$1.69M 0.06%
41,440
+15,679
304
$1.69M 0.06%
12,334
-12,668
305
$1.67M 0.06%
8,764
+472
306
$1.67M 0.06%
22,511
+1,597
307
$1.67M 0.06%
20,018
+2,153
308
$1.66M 0.06%
2,382
-177
309
$1.65M 0.06%
38,623
-4,451
310
$1.63M 0.06%
12,555
-17
311
$1.61M 0.06%
64,783
+5,879
312
$1.61M 0.06%
7,581
+341
313
$1.6M 0.05%
8,373
+172
314
$1.6M 0.05%
10,615
-952
315
$1.6M 0.05%
12,179
-224
316
$1.59M 0.05%
7,973
+173
317
$1.59M 0.05%
10,887
-96
318
$1.58M 0.05%
62,057
+1,734
319
$1.58M 0.05%
674
-16
320
$1.54M 0.05%
7,931
+324
321
$1.54M 0.05%
11,335
-2,187
322
$1.53M 0.05%
27,661
+340
323
$1.52M 0.05%
8,705
-128
324
$1.51M 0.05%
8,829
-32
325
$1.51M 0.05%
6,129
-1,915
11 12
13
14 15