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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
626
$379K 0.01%
6,382
-103
627
$377K 0.01%
10,510
+1,067
628
$373K 0.01%
14,424
+238
629
$371K 0.01%
4,491
630
$365K 0.01%
+5,667
631
$364K 0.01%
1,040
+257
632
$362K 0.01%
8,624
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633
$361K 0.01%
4,739
634
$358K 0.01%
6,099
+150
635
$357K 0.01%
7,315
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636
$356K 0.01%
83
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637
$355K 0.01%
6,980
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638
$354K 0.01%
3,672
+78
639
$354K 0.01%
6,079
+15
640
$353K 0.01%
5,731
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641
$345K 0.01%
12,521
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$342K 0.01%
10,490
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$342K 0.01%
+10,845
644
$340K 0.01%
7,872
-1,256
645
$339K 0.01%
25,844
-1,542
646
$337K 0.01%
1,103
-60
647
$335K 0.01%
3,972
-3
648
$334K 0.01%
175
+4
649
$330K 0.01%
2,164
+1
650
$327K 0.01%
2,362
24 25
26
27 28