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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
426
$926K 0.03%
9,323
+375
427
$924K 0.03%
8,939
+4,647
428
$908K 0.03%
10,206
-1,219
429
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21,539
+4,266
430
$901K 0.03%
10,257
-348
431
$898K 0.03%
17,726
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432
$890K 0.03%
17,813
433
$890K 0.03%
7,338
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434
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22,263
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435
$857K 0.03%
16,816
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436
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28,787
-2,488
437
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3,044
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438
$847K 0.03%
10,598
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439
$846K 0.03%
23,285
440
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13,240
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443
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3,343
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18,800
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445
$812K 0.03%
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19,682
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447
$808K 0.03%
13,773
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448
$807K 0.03%
18,639
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$805K 0.03%
4,778
+83
450
$796K 0.03%
2,648
-116
16 17
18
19 20