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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
376
$1.15M 0.04%
31,525
+600
377
$1.15M 0.04%
6,427
-146
378
$1.14M 0.04%
1,667
-60
379
$1.14M 0.04%
8,130
+226
380
$1.14M 0.04%
4,751
-284
381
$1.13M 0.04%
25,055
+968
382
$1.12M 0.04%
10,105
-266
383
$1.12M 0.04%
10,158
+249
384
$1.11M 0.04%
22,002
-7,235
385
$1.11M 0.04%
25,036
+1,468
386
$1.11M 0.04%
31,426
+661
387
$1.1M 0.04%
2,590
+66
388
$1.1M 0.04%
+6,172
389
$1.1M 0.04%
3,750
+68
390
$1.1M 0.04%
5,120
+11
391
$1.09M 0.04%
4,629
+1,560
392
$1.09M 0.04%
9,118
+548
393
$1.09M 0.04%
11,942
+712
394
$1.08M 0.04%
8,559
+5,916
395
$1.08M 0.04%
15,968
+1,141
396
$1.08M 0.04%
14,437
+992
397
$1.06M 0.04%
21,834
-2,075
398
$1.06M 0.04%
24,080
+18,300
399
$1.05M 0.04%
80,179
+2,252
400
$1.05M 0.04%
14,351
+2,573
14 15
16
17 18