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
$153M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.34M
3
+$2.11M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$2.05M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.81M

Top Sells

1
+$913K
2
+$551K
3
+$351K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$351K
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$284K

Sector Composition

1 Technology 0.9%
2 Healthcare 0.46%
3 Consumer Discretionary 0.32%
4 Energy 0.28%
5 Industrials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$867K 0.57%
22,765
+1,785
27
$859K 0.56%
32,782
-848
28
$753K 0.49%
26,616
-2,568
29
$752K 0.49%
18,009
-1,747
30
$742K 0.49%
9,561
+112
31
$726K 0.47%
30,926
-3,647
32
$666K 0.44%
13,250
+842
33
$460K 0.3%
9,711
-3,685
34
$439K 0.29%
10,557
-4,329
35
$429K 0.28%
16,265
-188
36
$427K 0.28%
8,521
-467
37
$422K 0.28%
17,560
+420
38
$418K 0.27%
5,413
-755
39
$388K 0.25%
12,965
-2,838
40
$362K 0.24%
25,214
-5,979
41
$338K 0.22%
29,744
+5,275
42
$328K 0.21%
7,879
-1,970
43
$327K 0.21%
5,109
+119
44
$319K 0.21%
9,454
-3,529
45
$318K 0.21%
12,898
-2,313
46
$316K 0.21%
7,903
-1,610
47
$315K 0.21%
5,616
+2
48
$300K 0.2%
13,401
-8,700
49
$280K 0.18%
6,634
-1,994
50
$275K 0.18%
3,937
+24
1
2
3