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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
726
$241K 0.01%
1,443
-2,410
727
$240K 0.01%
5,925
728
$239K 0.01%
6,927
+101
729
$239K 0.01%
775
+30
730
$238K 0.01%
874
+44
731
$237K 0.01%
+2,804
732
$237K 0.01%
6,725
+23
733
$235K 0.01%
+3,296
734
$233K 0.01%
5,548
-1,611
735
$232K 0.01%
2,579
-579
736
$232K 0.01%
4,657
+103
737
$231K 0.01%
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738
$231K 0.01%
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739
$230K 0.01%
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-208
740
$229K 0.01%
+14,152
741
$228K 0.01%
694
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742
$228K 0.01%
1,218
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743
$227K 0.01%
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744
$226K 0.01%
1,474
745
$226K 0.01%
+10,432
746
$224K 0.01%
4,122
+40
747
$224K 0.01%
2,385
+10
748
$222K 0.01%
21,530
+7,915
749
$221K 0.01%
+3,723
750
$221K 0.01%
1,240
-24
28 29
30
31 32