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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
176
$4.65M 0.16%
33,386
-21,808
177
$4.63M 0.16%
19,152
+39
178
$4.59M 0.16%
29,756
+4,234
179
$4.55M 0.16%
32,148
-3,723
180
$4.55M 0.16%
54,419
-4,438
181
$4.53M 0.16%
79,270
+18,296
182
$4.52M 0.15%
38,045
+2,200
183
$4.5M 0.15%
61,260
+12,912
184
$4.47M 0.15%
31,839
+845
185
$4.44M 0.15%
21,789
-429
186
$4.37M 0.15%
33,683
+1,720
187
$4.33M 0.15%
15,499
+676
188
$4.28M 0.15%
154,173
+6,590
189
$4.27M 0.15%
34,947
-3,787
190
$4.23M 0.14%
116,490
+57,094
191
$4.23M 0.14%
29,693
+25,869
192
$4.2M 0.14%
44,279
-210
193
$4.18M 0.14%
43,862
+1,336
194
$4.04M 0.14%
129,320
+2,178
195
$4.04M 0.14%
59,848
+7,578
196
$4M 0.14%
26,884
-97
197
$3.98M 0.14%
44,318
-2,731
198
$3.97M 0.14%
+109,833
199
$3.95M 0.14%
14,009
+377
200
$3.92M 0.13%
172,322
+5,768
6 7
8
9 10