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
$1.31B
AUM Growth
+$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Top Buys

1 +$11.7M
2 +$7.73M
3 +$7.09M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$4.94M
5
AMZN icon
Amazon
AMZN
+$4.63M

Top Sells

1 +$3.74M
2 +$3.09M
3 +$1.78M
4
KO icon
Coca-Cola
KO
+$1.76M
5
MPWR icon
Monolithic Power Systems
MPWR
+$1.75M

Sector Composition

1 Technology 14.81%
2 Financials 7.54%
3 Consumer Staples 7.04%
4 Healthcare 6.99%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$228K 0.02%
+4,825
577
$226K 0.02%
+6,489
578
$226K 0.02%
+5,987
579
$225K 0.02%
+2,004
580
$225K 0.02%
+2,904
581
$225K 0.02%
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-476
582
$223K 0.02%
+4,385
583
$223K 0.02%
+1,054
584
$222K 0.02%
1,873
+67
585
$221K 0.02%
+2,748
586
$221K 0.02%
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587
$220K 0.02%
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588
$219K 0.02%
+5,566
589
$219K 0.02%
+21,127
590
$219K 0.02%
1,917
+62
591
$218K 0.02%
+628
592
$218K 0.02%
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593
$218K 0.02%
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594
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595
$216K 0.02%
9,850
596
$214K 0.02%
+1,324
597
$212K 0.02%
+6,923
598
$212K 0.02%
+2,045
599
$211K 0.02%
+3,000
600
$211K 0.02%
3,581
+10