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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
651
$324K 0.01%
25,087
+313
652
$323K 0.01%
1,131
-195
653
$323K 0.01%
3,550
-475
654
$322K 0.01%
7,009
+16
655
$321K 0.01%
2,281
-214
656
$316K 0.01%
6,646
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657
$313K 0.01%
12,605
-3
658
$313K 0.01%
2,870
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659
$311K 0.01%
1,083
660
$310K 0.01%
5,614
661
$308K 0.01%
3,951
+10
662
$308K 0.01%
+2,373
663
$307K 0.01%
8,758
-1,669
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$305K 0.01%
4,241
665
$303K 0.01%
3,487
666
$302K 0.01%
1,420
-10
667
$301K 0.01%
3,048
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668
$300K 0.01%
1,582
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669
$298K 0.01%
8,762
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670
$296K 0.01%
12,609
-9,291
671
$295K 0.01%
4,839
-128
672
$292K 0.01%
22,434
+350
673
$291K 0.01%
5,052
+192
674
$290K 0.01%
2,321
675
$287K 0.01%
3,410
-54
25 26
27
28 29