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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
526
$554K 0.02%
+14,932
527
$554K 0.02%
8,728
528
$554K 0.02%
7,626
+12
529
$552K 0.02%
32,478
+16,123
530
$551K 0.02%
2,538
-4,500
531
$549K 0.02%
1,129
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532
$544K 0.02%
10,257
+369
533
$542K 0.02%
5,391
+74
534
$541K 0.02%
22,033
+656
535
$538K 0.02%
1,204
+229
536
$538K 0.02%
2,441
+30
537
$538K 0.02%
16,034
+689
538
$537K 0.02%
7,012
-105
539
$537K 0.02%
15,725
+363
540
$535K 0.02%
1,652
+50
541
$533K 0.02%
2,982
-74
542
$531K 0.02%
10,165
-346
543
$531K 0.02%
2,388
+1,069
544
$525K 0.02%
11,801
+5,131
545
$524K 0.02%
41,368
+2,957
546
$523K 0.02%
3,694
+1,207
547
$522K 0.02%
5,459
+77
548
$518K 0.02%
1,901
+74
549
$518K 0.02%
26,518
-2,756
550
$515K 0.02%
6,554
+388
20 21
22
23 24