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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
151
$5.39M 0.18%
5,643
-339
152
$5.35M 0.18%
78,602
+1,665
153
$5.3M 0.18%
28,398
+2,186
154
$5.27M 0.18%
149,646
+16,085
155
$5.16M 0.18%
39,070
-2,350
156
$5.14M 0.18%
41,517
-66
157
$5.11M 0.18%
18,171
-1,214
158
$5.09M 0.17%
84,880
+3,216
159
$5.07M 0.17%
30,328
+107
160
$5.07M 0.17%
21,459
-177
161
$5.04M 0.17%
56,155
-7,484
162
$5.02M 0.17%
45,368
-50
163
$5.01M 0.17%
27,443
+3,337
164
$4.99M 0.17%
82,110
+2,661
165
$4.96M 0.17%
15,359
-1,588
166
$4.96M 0.17%
86,317
-8,932
167
$4.94M 0.17%
43,120
-3,294
168
$4.93M 0.17%
156,911
-30,407
169
$4.87M 0.17%
190,647
+4,990
170
$4.86M 0.17%
90,284
-22,714
171
$4.86M 0.17%
5,253
+50
172
$4.81M 0.16%
55,100
-1,831
173
$4.79M 0.16%
169,446
+22,319
174
$4.69M 0.16%
6,142
-584
175
$4.69M 0.16%
198,106
-22,608
5 6
7
8 9