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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
51
$10.7M 0.37%
113,276
-3,914
52
$10.7M 0.37%
32,521
+1,101
53
$10.7M 0.37%
73,746
-7,630
54
$10.6M 0.36%
157,437
+50,434
55
$10.6M 0.36%
51,931
-4,524
56
$10.5M 0.36%
48,650
-3,400
57
$10.4M 0.36%
31,810
+5,953
58
$10.2M 0.35%
155,551
+1,017
59
$10M 0.34%
41,058
+3,485
60
$9.95M 0.34%
148,405
-7,082
61
$9.59M 0.33%
80,030
-6,140
62
$9.52M 0.33%
122,816
+688
63
$9.5M 0.33%
51,694
+851
64
$9.37M 0.32%
12,124
-1,684
65
$9.27M 0.32%
21,937
+351
66
$9.25M 0.32%
381,071
-41,355
67
$9.2M 0.32%
55,314
-3,809
68
$9.13M 0.31%
210,321
-880
69
$8.96M 0.31%
23,944
+668
70
$8.94M 0.31%
8,286
+52
71
$8.89M 0.3%
4,967
-339
72
$8.87M 0.3%
159,807
+423
73
$8.73M 0.3%
117,817
-52,004
74
$8.72M 0.3%
168,939
-13,630
75
$8.68M 0.3%
34,537
+863
1 2
3
4 5