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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
676
$283K 0.01%
891
+179
677
$282K 0.01%
1,829
-19
678
$281K 0.01%
21,575
+4,607
679
$280K 0.01%
470
-22
680
$280K 0.01%
3,497
-516
681
$279K 0.01%
4,488
682
$278K 0.01%
+1,266
683
$277K 0.01%
11,182
+16
684
$275K 0.01%
13,767
+2,990
685
$275K 0.01%
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686
$274K 0.01%
10,039
687
$273K 0.01%
5,960
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688
$271K 0.01%
1,906
-24
689
$271K 0.01%
10,991
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690
$268K 0.01%
+7,126
691
$267K 0.01%
12,071
692
$266K 0.01%
1,906
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693
$264K 0.01%
+4,963
694
$264K 0.01%
1,737
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695
$264K 0.01%
12,257
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696
$264K 0.01%
2,762
+393
697
$262K 0.01%
5,304
+832
698
$260K 0.01%
10,188
-728
699
$260K 0.01%
+2,062
700
$257K 0.01%
1,376
-128
26 27
28
29 30