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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
551
$514K 0.02%
17,341
-510
552
$512K 0.02%
29,502
-590
553
$510K 0.02%
13,306
+1,419
554
$507K 0.02%
17,061
+4,060
555
$504K 0.02%
4,202
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556
$495K 0.02%
2,527
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557
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6,511
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$492K 0.02%
6,131
-28
559
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560
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2,475
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561
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25,041
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562
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4,916
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563
$484K 0.02%
1,907
-170
564
$483K 0.02%
21,367
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8,068
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$481K 0.02%
16,465
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$477K 0.02%
+18,084
570
$475K 0.02%
2,022
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$475K 0.02%
2,524
+13
572
$466K 0.02%
4,625
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$466K 0.02%
23,976
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574
$465K 0.02%
8,793
+570
575
$465K 0.02%
1,378
-4,720
21 22
23
24 25