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
$193M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$7.69M
3
+$7.36M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$7.19M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$6.86M

Top Sells

1
+$18.8M
2
+$3.79M
3
+$3.4M
4
SPMB icon
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$1.34M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$1.2M

Sector Composition

1 Technology 0.71%
2 Energy 0.21%
3 Consumer Discretionary 0.21%
4 Real Estate 0.03%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$778K 0.4%
42,112
-25,994
27
$654K 0.34%
15,413
-1,780
28
$599K 0.31%
11,886
-3,330
29
$591K 0.31%
23,283
-5,181
30
$480K 0.25%
18,761
-6,847
31
$477K 0.25%
3,191
+460
32
$440K 0.23%
21,264
-22,453
33
$437K 0.23%
5,388
+1,112
34
$411K 0.21%
15,611
+195
35
$408K 0.21%
2,686
-128
36
$367K 0.19%
31,972
+6,967
37
$353K 0.18%
13,520
-14,288
38
$346K 0.18%
4,158
-1,043
39
$338K 0.18%
13,031
+132
40
$334K 0.17%
6,063
-366
41
$327K 0.17%
11,265
-840
42
$327K 0.17%
7,872
+2,572
43
$308K 0.16%
+8,631
44
$303K 0.16%
12,551
-13,996
45
$301K 0.16%
8,325
-400
46
$289K 0.15%
1,965
-2,916
47
$282K 0.15%
+1,187
48
$281K 0.15%
9,843
-12,841
49
$262K 0.14%
17,989
-7,421
50
$260K 0.13%
4,482
-1,133
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