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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
326
$1.49M 0.05%
52,670
+1,536
327
$1.48M 0.05%
14,671
+1,848
328
$1.45M 0.05%
16,182
+1,153
329
$1.44M 0.05%
15,000
-28,074
330
$1.41M 0.05%
10,964
+3,554
331
$1.41M 0.05%
26,998
+6,402
332
$1.41M 0.05%
4,284
+421
333
$1.4M 0.05%
113,779
-12,959
334
$1.4M 0.05%
22,101
-337
335
$1.4M 0.05%
11,013
+983
336
$1.38M 0.05%
27,999
+8,556
337
$1.38M 0.05%
+5,748
338
$1.37M 0.05%
6,355
+509
339
$1.37M 0.05%
9,921
+3,620
340
$1.37M 0.05%
29,533
-946
341
$1.37M 0.05%
17,300
+6,359
342
$1.36M 0.05%
15,031
-22,464
343
$1.34M 0.05%
5,974
+177
344
$1.32M 0.05%
9,589
+432
345
$1.32M 0.05%
20,277
+5,355
346
$1.32M 0.05%
93,337
+6,223
347
$1.32M 0.05%
3,610
-1,207
348
$1.31M 0.04%
11,629
-749
349
$1.31M 0.04%
5,638
+1,840
350
$1.3M 0.04%
15,356
-199
12 13
14
15 16