LFAS

Level Four Advisory Services Portfolio holdings

AUM $2.71B
1-Year Est. Return 17.57%
This Quarter Est. Return
1 Year Est. Return
+17.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
+$318M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1 +$33M
2 +$16M
3 +$11.9M
4
AAPL icon
Apple
AAPL
+$11.1M
5
MSFT icon
Microsoft
MSFT
+$9.87M

Sector Composition

1 Technology 14.82%
2 Healthcare 9.23%
3 Consumer Staples 8.72%
4 Financials 8.29%
5 Energy 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$287K 0.02%
4,100
+853
527
$286K 0.02%
5,975
528
$285K 0.02%
8,992
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529
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530
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531
$282K 0.02%
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532
$282K 0.02%
4,871
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533
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534
$279K 0.02%
6,589
-2,953
535
$279K 0.02%
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536
$278K 0.02%
29,128
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537
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538
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541
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$273K 0.02%
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546
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547
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548
$270K 0.02%
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549
$268K 0.02%
73,717
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550
$266K 0.02%
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