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
551
$263K 0.02%
15,009
+98
552
$260K 0.02%
+2,028
553
$259K 0.02%
+7,470
554
$258K 0.02%
9,107
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555
$258K 0.02%
+8,088
556
$258K 0.02%
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557
$258K 0.02%
8,936
-346
558
$257K 0.02%
+6,170
559
$256K 0.02%
+2,129
560
$253K 0.02%
571
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561
$249K 0.02%
23,419
-13,365
562
$248K 0.02%
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563
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564
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$247K 0.02%
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566
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875
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573
$242K 0.02%
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574
$241K 0.02%
+5,754
575
$239K 0.02%
+5,176