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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
501
$634K 0.02%
52,991
+1,676
502
$634K 0.02%
8,084
+611
503
$633K 0.02%
1,305
+96
504
$628K 0.02%
30,994
+507
505
$620K 0.02%
3,090
506
$617K 0.02%
+38,773
507
$617K 0.02%
6,608
-600
508
$616K 0.02%
17,353
+6,743
509
$613K 0.02%
4,188
-4,274
510
$612K 0.02%
+1,975
511
$609K 0.02%
9,365
512
$608K 0.02%
3,919
-125
513
$607K 0.02%
73,990
+1,935
514
$605K 0.02%
13,834
-234
515
$598K 0.02%
23,809
+3,992
516
$593K 0.02%
7,199
+1,071
517
$591K 0.02%
15,891
+501
518
$590K 0.02%
11,248
519
$583K 0.02%
3,251
+190
520
$577K 0.02%
35,755
+13,418
521
$575K 0.02%
2,449
+663
522
$574K 0.02%
3,417
+6
523
$573K 0.02%
5,485
+1,295
524
$573K 0.02%
5,936
+56
525
$566K 0.02%
3,280
+400
19 20
21
22 23