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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
201
$3.8M 0.13%
192,721
+125,616
202
$3.78M 0.13%
84,869
-3,474
203
$3.75M 0.13%
13,297
+562
204
$3.71M 0.13%
55,934
-5,493
205
$3.65M 0.12%
30,806
+4,497
206
$3.43M 0.12%
89,042
207
$3.41M 0.12%
7,456
+111
208
$3.41M 0.12%
30,647
+561
209
$3.4M 0.12%
50,486
-2,454
210
$3.39M 0.12%
44,769
+1,627
211
$3.35M 0.11%
15,166
+98
212
$3.29M 0.11%
191,765
+1,007
213
$3.29M 0.11%
12,158
+441
214
$3.28M 0.11%
9,878
+2,431
215
$3.15M 0.11%
12,080
+400
216
$3.15M 0.11%
99,557
-781
217
$3.15M 0.11%
40,828
-3,417
218
$3.14M 0.11%
34,085
+465
219
$3.09M 0.11%
26,941
+694
220
$3.07M 0.11%
53,434
+15,785
221
$3.06M 0.1%
29,468
+591
222
$3.04M 0.1%
33,434
-992
223
$2.99M 0.1%
26,910
+585
224
$2.97M 0.1%
7,586
+135
225
$2.96M 0.1%
27,819
+414
7 8
9
10 11