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
$156M
AUM Growth
+$3.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$6.05M
2
+$2.71M
3
+$2.6M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$2.41M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$2M

Top Sells

1
+$6.86M
2
+$893K
3
+$855K
4
NOCT icon
Innovator Growth-100 Power Buffer ETF October
NOCT
+$328K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$277K

Sector Composition

1 Technology 0.77%
2 Healthcare 0.43%
3 Consumer Discretionary 0.37%
4 Energy 0.27%
5 Financials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$913K 0.58%
24,897
+2,132
27
$865K 0.55%
11,101
+1,540
28
$862K 0.55%
23,363
-96
29
$776K 0.5%
43,717
-1,441
30
$767K 0.49%
15,216
+1,966
31
$702K 0.45%
27,808
-4,974
32
$694K 0.44%
17,193
-816
33
$671K 0.43%
28,464
-11,760
34
$643K 0.41%
4,881
-1,580
35
$636K 0.41%
25,608
-11,142
36
$624K 0.4%
22,684
-3,932
37
$599K 0.38%
26,547
-4,379
38
$504K 0.32%
+22,473
39
$428K 0.27%
8,591
+70
40
$423K 0.27%
8,951
-760
41
$422K 0.27%
15,416
-849
42
$377K 0.24%
+2,731
43
$376K 0.24%
5,201
-212
44
$358K 0.23%
2,814
+750
45
$357K 0.23%
25,410
+196
46
$327K 0.21%
+6,429
47
$326K 0.21%
7,693
-2,864
48
$317K 0.2%
12,105
-860
49
$315K 0.2%
12,899
+1
50
$304K 0.19%
3,958
+21
1
2
3