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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
751
$220K 0.01%
+847
752
$219K 0.01%
1,743
-45
753
$216K 0.01%
9,619
-364
754
$215K 0.01%
15,862
+211
755
$214K 0.01%
+1,547
756
$213K 0.01%
+2,468
757
$212K 0.01%
+1,253
758
$212K 0.01%
+4,129
759
$212K 0.01%
1,866
-189
760
$212K 0.01%
25,504
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761
$211K 0.01%
443
-45
762
$210K 0.01%
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763
$210K 0.01%
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764
$209K 0.01%
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765
$209K 0.01%
+1,029
766
$209K 0.01%
4,393
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$207K 0.01%
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768
$207K 0.01%
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769
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770
$204K 0.01%
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771
$203K 0.01%
8,842
-1,531
772
$202K 0.01%
+432
773
$201K 0.01%
+3,591
774
$200K 0.01%
+3,998
775
$177K 0.01%
48,089
+1
29 30
31
32 33