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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
26
$17.8M 0.61%
972,732
-1,234
27
$16.5M 0.57%
285,418
+9,041
28
$16.5M 0.57%
103,886
-3,628
29
$16.4M 0.56%
98,047
+4,568
30
$16.3M 0.56%
40,270
-29
31
$16M 0.55%
70,876
-7,458
32
$15.7M 0.54%
117,547
-16,885
33
$15.6M 0.53%
159,126
-10,179
34
$15.4M 0.53%
151,781
-20,427
35
$14.4M 0.49%
42,115
+1,519
36
$14.1M 0.48%
522,702
+28,435
37
$13.9M 0.48%
480,328
+6,178
38
$13.7M 0.47%
20,501
+409
39
$13.4M 0.46%
177,152
-4,617
40
$13.3M 0.46%
231,997
+8,085
41
$13.1M 0.45%
70,498
+1,989
42
$13M 0.44%
107,553
+616
43
$12.4M 0.42%
27,780
+249
44
$12.2M 0.42%
35,321
+3,390
45
$12.2M 0.42%
15,276
-1,130
46
$12M 0.41%
10,257
-881
47
$11.9M 0.41%
84,178
-5,076
48
$11.8M 0.4%
202,554
+8
49
$11.8M 0.4%
23,564
+463
50
$11.1M 0.38%
108,133
-9,061
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