LFAS
Level Four Advisory Services Portfolio holdings
AUM
$3.06B
1-Year Est. Return
20.95%
This Fund
S&P 500
1 Year Est. Return
+20.95%
AUM
$3.06B
AUM Growth
+$136M
(+4.6%)
Holding
878
Top Buys
| 1 | +$15.9M | |
| 2 | +$13.1M | |
| 3 | +$7.74M | |
| 4 |
iShares Short Maturity Bond ETF
NEAR
|
+$6.37M |
| 5 |
Innovator International Developed Power Buffer ETF July
IJUL
|
+$6.19M |
Top Sells
| 1 | +$9.28M | |
| 2 | +$5.85M | |
| 3 | +$5.74M | |
| 4 |
SPDR Gold Trust
GLD
|
+$5.62M |
| 5 |
Micron Technology
MU
|
+$4.54M |
Sector Composition
| 1 | Technology | 19.04% |
| 2 | Financials | 7.93% |
| 3 | Consumer Discretionary | 6.12% |
| 4 | Industrials | 5.35% |
| 5 | Healthcare | 5.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
876
Flutter Entertainment
FLUT
$19.2B
| – | – |
-1,907
|
|
||
|
TEM
877
Tempus AI
TEM
$9.35B
| – | – |
-5,677
|
|
||
|
XYZ
878
Block Inc
XYZ
$39.3B
| – | – |
-3,529
|
|