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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
451
$792K 0.03%
21,177
-1,285
452
$788K 0.03%
5,966
-2
453
$786K 0.03%
8,128
+2,752
454
$786K 0.03%
11,780
+274
455
$780K 0.03%
1,085
+493
456
$774K 0.03%
22,397
457
$772K 0.03%
7,348
+48
458
$766K 0.03%
15,480
+2,574
459
$762K 0.03%
3,783
+301
460
$760K 0.03%
10,421
+301
461
$760K 0.03%
15,382
-706
462
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19,886
+610
463
$754K 0.03%
1
464
$744K 0.03%
34,265
+640
465
$742K 0.03%
5,566
+1,659
466
$736K 0.03%
10,020
-1,107
467
$734K 0.03%
35,464
-50,899
468
$732K 0.03%
26,247
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469
$729K 0.03%
10,782
+739
470
$728K 0.02%
15,501
+280
471
$721K 0.02%
27,276
-5,774
472
$719K 0.02%
6,903
+620
473
$713K 0.02%
8,659
-448
474
$707K 0.02%
14,430
+3,458
475
$705K 0.02%
6,969
+9
17 18
19
20 21