LFAS
Level Four Advisory Services Portfolio holdings
AUM
$2.92B
1-Year Est. Return
19.62%
1 Year Est. Return
+19.62%
AUM
$908M
AUM Growth
+$106M
(+13%)
Holding
571
Top Buys
| 1 | +$6.87M | |
| 2 | +$5.37M | |
| 3 | +$3.1M | |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$2.54M |
| 5 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$2.3M |
Top Sells
| 1 | +$2.97M | |
| 2 | +$2.82M | |
| 3 | +$1.93M | |
| 4 |
CELG
Celgene Corp
CELG
|
+$1.8M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.74M |
Sector Composition
| 1 | Technology | 7.78% |
| 2 | Financials | 7.44% |
| 3 | Industrials | 7.42% |
| 4 | Energy | 6.48% |
| 5 | Consumer Discretionary | 5.78% |