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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
76
$8.66M 0.3%
18,151
+166
77
$8.64M 0.3%
9,386
-1,229
78
$8.64M 0.3%
15,186
-536
79
$8.51M 0.29%
27,992
+727
80
$8.49M 0.29%
70,106
+21,337
81
$8.33M 0.29%
40,677
-7,410
82
$8.14M 0.28%
37,715
+394
83
$8.02M 0.27%
104,916
+1,217
84
$7.88M 0.27%
98,616
+546
85
$7.81M 0.27%
46,343
-4,666
86
$7.8M 0.27%
121,406
+2,114
87
$7.76M 0.27%
27,518
-265
88
$7.75M 0.27%
283,853
-119,828
89
$7.74M 0.27%
68,653
+881
90
$7.7M 0.26%
40,597
-1,949
91
$7.61M 0.26%
71,116
-9,895
92
$7.61M 0.26%
155,237
+1,805
93
$7.56M 0.26%
48,713
+4,394
94
$7.56M 0.26%
29,746
+1,626
95
$7.54M 0.26%
31,820
+231
96
$7.52M 0.26%
159,206
-16,170
97
$7.5M 0.26%
64,056
+2,900
98
$7.36M 0.25%
47,872
+661
99
$7.35M 0.25%
52,147
+20,604
100
$7.28M 0.25%
53,839
+1,822
2 3
4
5 6