LEFP

Leading Edge Financial Planning Portfolio holdings

AUM $360M
1-Year Est. Return 10.29%
This Quarter Est. Return
1 Year Est. Return
+10.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$14.3M
3
+$9.08M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$8.68M
5
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$6.93M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.75%
2 Healthcare 0.61%
3 Industrials 0.34%
4 Energy 0.34%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$791K 0.68%
+52,548
27
$747K 0.65%
+15,990
28
$666K 0.58%
+5,846
29
$659K 0.57%
+30,006
30
$634K 0.55%
+17,527
31
$609K 0.53%
+14,930
32
$542K 0.47%
+2,833
33
$497K 0.43%
+22,584
34
$477K 0.41%
+9,584
35
$464K 0.4%
+6,228
36
$458K 0.4%
+15,789
37
$455K 0.39%
+6,127
38
$444K 0.38%
+30,867
39
$419K 0.36%
+8,371
40
$403K 0.35%
+12,810
41
$398K 0.34%
+6,804
42
$392K 0.34%
+16,272
43
$374K 0.32%
+15,166
44
$370K 0.32%
+10,549
45
$369K 0.32%
+8,628
46
$366K 0.32%
+7,072
47
$346K 0.3%
+902
48
$333K 0.29%
+3,642
49
$297K 0.26%
+3,139
50
$283K 0.24%
+2,615
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