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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
776
$174K 0.01%
11,592
+416
777
$173K 0.01%
17,884
-600
778
$172K 0.01%
13,443
+2
779
$169K 0.01%
18,850
-54
780
$156K 0.01%
29,563
+307
781
$154K 0.01%
15,108
+1,145
782
$151K 0.01%
10,484
+22
783
$150K 0.01%
23,676
+658
784
$145K 0.01%
+20,450
785
$134K ﹤0.01%
13,714
+227
786
$131K ﹤0.01%
+22,000
787
$124K ﹤0.01%
13,628
+90
788
$118K ﹤0.01%
14,365
+333
789
$112K ﹤0.01%
11,307
+176
790
$100K ﹤0.01%
17,323
+138
791
$93.1K ﹤0.01%
17,333
+1,925
792
$91.4K ﹤0.01%
13,635
+739
793
$78.9K ﹤0.01%
15,562
+132
794
$72.3K ﹤0.01%
11,346
795
$68.9K ﹤0.01%
11,904
-2,257
796
$65.2K ﹤0.01%
12,680
-1,729
797
$59.9K ﹤0.01%
21,780
-425
798
$51.6K ﹤0.01%
18,752
-2,568
799
$31K ﹤0.01%
19,000
800
$20.6K ﹤0.01%
10,000
30 31
32
33 34