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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
126
$6.25M 0.21%
35,766
+649
127
$6.23M 0.21%
94,369
-6,564
128
$6.13M 0.21%
45,038
-2,550
129
$6.11M 0.21%
83,376
+69,405
130
$6.1M 0.21%
31,224
-3,749
131
$6.09M 0.21%
29,483
-261
132
$6.09M 0.21%
49,179
+46,505
133
$6.02M 0.21%
42,522
-28
134
$5.96M 0.2%
63,820
-10
135
$5.95M 0.2%
67,883
-7,547
136
$5.93M 0.2%
70,146
+2,095
137
$5.84M 0.2%
126,304
+5,404
138
$5.84M 0.2%
133,818
+7,130
139
$5.77M 0.2%
11,737
+185
140
$5.75M 0.2%
39,479
-5,469
141
$5.75M 0.2%
24,147
+417
142
$5.74M 0.2%
360,604
+11,129
143
$5.73M 0.2%
35,401
+5,962
144
$5.71M 0.2%
91,964
+22,918
145
$5.71M 0.2%
110,844
+3,558
146
$5.7M 0.2%
57,283
+985
147
$5.7M 0.2%
29,619
+47
148
$5.59M 0.19%
40,135
+950
149
$5.53M 0.19%
57,307
-48
150
$5.45M 0.19%
64,840
+5,102
4 5
6
7 8