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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
601
$419K 0.01%
7,361
-162
602
$417K 0.01%
15,352
+32
603
$416K 0.01%
16,125
+1,548
604
$416K 0.01%
2,631
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605
$415K 0.01%
8,048
-962
606
$413K 0.01%
1,952
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607
$412K 0.01%
10,317
-2,226
608
$408K 0.01%
7,142
+9
609
$408K 0.01%
5,980
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610
$406K 0.01%
17,110
611
$406K 0.01%
4,279
+307
612
$404K 0.01%
3,751
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613
$402K 0.01%
6,711
-243
614
$402K 0.01%
2,352
+15
615
$401K 0.01%
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$400K 0.01%
7,389
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617
$397K 0.01%
21,881
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618
$394K 0.01%
11,817
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619
$391K 0.01%
4,422
-101
620
$390K 0.01%
8,771
621
$390K 0.01%
1,972
-2,135
622
$382K 0.01%
3,998
-143
623
$381K 0.01%
8,527
+23
624
$380K 0.01%
1,082
+70
625
$379K 0.01%
32,688
+2
23 24
25
26 27