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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
476
$704K 0.02%
6,381
+6
477
$704K 0.02%
1,996
-93
478
$703K 0.02%
14,846
+6,528
479
$696K 0.02%
3,272
+1,274
480
$695K 0.02%
38,079
+5,962
481
$692K 0.02%
+17,021
482
$686K 0.02%
904
+6
483
$685K 0.02%
955
+102
484
$679K 0.02%
2,647
-98
485
$676K 0.02%
8,384
+33
486
$675K 0.02%
3,442
-315
487
$673K 0.02%
20,916
+441
488
$673K 0.02%
6,139
+4
489
$666K 0.02%
1,402
+124
490
$665K 0.02%
8,185
+83
491
$663K 0.02%
4,899
-7
492
$660K 0.02%
19,885
-30,417
493
$657K 0.02%
4,187
+104
494
$653K 0.02%
28,052
495
$645K 0.02%
+22,302
496
$643K 0.02%
8,528
-642
497
$643K 0.02%
+2,090
498
$640K 0.02%
+54,751
499
$640K 0.02%
14,035
-1,040
500
$635K 0.02%
3,113
+530
18 19
20
21 22