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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
101
$7.28M 0.25%
65,135
+1,175
102
$7.24M 0.25%
69,453
-1,343
103
$7.19M 0.25%
71,487
-8,743
104
$7.19M 0.25%
160,384
+19,730
105
$7.18M 0.25%
149,882
+2,714
106
$7.07M 0.24%
197,301
+2,697
107
$7M 0.24%
394,073
+7,980
108
$6.91M 0.24%
104,181
+1,756
109
$6.87M 0.24%
65,430
-7,462
110
$6.75M 0.23%
93,702
-474
111
$6.69M 0.23%
152,215
+5,161
112
$6.65M 0.23%
271,395
-4,190
113
$6.63M 0.23%
59,153
-6,428
114
$6.62M 0.23%
34,735
+627
115
$6.57M 0.23%
78,331
+5,321
116
$6.55M 0.22%
95,693
+3,688
117
$6.52M 0.22%
35,400
-1,770
118
$6.51M 0.22%
56,883
+1,796
119
$6.42M 0.22%
27,970
+1,130
120
$6.31M 0.22%
9,425
+617
121
$6.3M 0.22%
85,867
+1,142
122
$6.28M 0.22%
12,596
-1,322
123
$6.28M 0.21%
62,713
-4,636
124
$6.27M 0.21%
73,860
-7,502
125
$6.26M 0.21%
170,621
-8,478
3 4
5
6 7