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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
351
$1.3M 0.04%
1,660
+549
352
$1.29M 0.04%
6,174
+507
353
$1.28M 0.04%
5,443
+1,263
354
$1.28M 0.04%
21,387
+1,450
355
$1.27M 0.04%
2,575
+1,679
356
$1.27M 0.04%
15,444
+5,076
357
$1.27M 0.04%
4,622
-3
358
$1.26M 0.04%
30,132
+1,064
359
$1.25M 0.04%
28,868
+4,163
360
$1.24M 0.04%
4,160
-15
361
$1.24M 0.04%
6,488
+129
362
$1.23M 0.04%
2,803
+167
363
$1.22M 0.04%
6,159
-596
364
$1.21M 0.04%
15,063
+6,547
365
$1.2M 0.04%
7,494
+691
366
$1.18M 0.04%
+9,862
367
$1.18M 0.04%
9,790
+4,025
368
$1.18M 0.04%
4,019
+228
369
$1.18M 0.04%
16,433
370
$1.17M 0.04%
5,987
-1,529
371
$1.16M 0.04%
14,214
372
$1.16M 0.04%
38,260
+1,535
373
$1.16M 0.04%
2,388
+147
374
$1.16M 0.04%
4,693
-45
375
$1.16M 0.04%
35,312
+8,719
13 14
15
16 17