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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
576
$459K 0.02%
8,438
+837
577
$458K 0.02%
5,677
-10,289
578
$458K 0.02%
3,614
+78
579
$458K 0.02%
5,060
580
$456K 0.02%
3,460
581
$454K 0.02%
11,907
+937
582
$453K 0.02%
+8,794
583
$451K 0.02%
15,132
-12,923
584
$450K 0.02%
4,802
-207
585
$449K 0.02%
8,585
+595
586
$444K 0.02%
+4,309
587
$444K 0.02%
9,187
+914
588
$443K 0.02%
11,302
+3,734
589
$441K 0.02%
9,790
+30
590
$439K 0.02%
19,007
591
$439K 0.02%
1,267
+83
592
$439K 0.02%
6,125
+351
593
$439K 0.02%
2,754
-33
594
$437K 0.02%
8,661
-268
595
$436K 0.01%
8,216
-50
596
$434K 0.01%
1,753
+1
597
$433K 0.01%
1,668
-90
598
$432K 0.01%
+5,557
599
$430K 0.01%
17,708
+131
600
$425K 0.01%
10,720
+1,722
22 23
24
25 26