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
$1.55B
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1 +$48.1M
2 +$6.69M
3 +$5.12M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$4.45M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$3.55M

Top Sells

1 +$49.5M
2 +$19M
3 +$6.83M
4
ABT icon
Abbott
ABT
+$5.72M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.09M

Sector Composition

1 Technology 17.68%
2 Healthcare 7.75%
3 Financials 7.02%
4 Consumer Staples 6.48%
5 Consumer Discretionary 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$248K 0.02%
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627
$246K 0.02%
+43,920
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$236K 0.02%
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$231K 0.01%
9,615
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$230K 0.01%
4,576
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650
$229K 0.01%
1,152
-35