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
$138M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$2.86M
3
+$2.5M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$2.19M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.61M

Top Sells

1
+$431K
2
+$346K
3
+$345K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$275K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$124K

Sector Composition

1 Technology 0.8%
2 Healthcare 0.48%
3 Energy 0.31%
4 Industrials 0.2%
5 Financials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$845K 0.61%
29,184
-322
27
$840K 0.61%
19,756
-1,685
28
$821K 0.59%
6,615
+769
29
$821K 0.59%
20,980
+3,453
30
$796K 0.58%
34,573
+4,567
31
$700K 0.51%
9,449
+3,221
32
$641K 0.46%
13,396
-2,594
33
$624K 0.45%
12,408
+4,037
34
$595K 0.43%
14,886
-44
35
$551K 0.4%
2,699
-134
36
$488K 0.35%
15,803
+14
37
$483K 0.35%
22,101
-483
38
$470K 0.34%
6,168
+41
39
$454K 0.33%
8,988
-596
40
$453K 0.33%
31,193
+326
41
$438K 0.32%
12,983
+173
42
$426K 0.31%
16,453
+181
43
$404K 0.29%
17,140
+7,353
44
$385K 0.28%
9,849
-700
45
$378K 0.27%
8,628
46
$370K 0.27%
15,211
+45
47
$361K 0.26%
9,513
+1,400
48
$351K 0.25%
3,631
+492
49
$310K 0.22%
5,614
-1,458
50
$296K 0.21%
9,162
-475
1
2
3