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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
701
$257K 0.01%
3,301
+119
702
$256K 0.01%
3,809
-464
703
$255K 0.01%
3,595
-155
704
$255K 0.01%
+3,529
705
$255K 0.01%
7,982
+650
706
$254K 0.01%
2,461
-1,720
707
$254K 0.01%
20,516
+365
708
$254K 0.01%
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709
$253K 0.01%
1,330
-54
710
$251K 0.01%
1,550
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711
$251K 0.01%
459
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712
$251K 0.01%
4,956
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713
$250K 0.01%
+1,819
714
$249K 0.01%
1,883
715
$249K 0.01%
15,274
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$249K 0.01%
11,500
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717
$246K 0.01%
11,663
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718
$246K 0.01%
570
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719
$244K 0.01%
1,731
720
$244K 0.01%
9,918
-814
721
$243K 0.01%
1,408
-4
722
$243K 0.01%
9,920
+8
723
$242K 0.01%
4,680
-4,390
724
$242K 0.01%
+3,750
725
$241K 0.01%
749
+40
27 28
29
30 31