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
$249M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.7M
3
+$2.79M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.77M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.99M

Top Sells

1
+$1.87M
2
+$874K
3
+$376K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$337K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$299K

Sector Composition

1 Technology 0.21%
2 Energy 0.18%
3 Consumer Discretionary 0.09%
4 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$848K 0.34%
23,294
-1,016
27
$719K 0.29%
3,936
+21
28
$703K 0.28%
27,648
+7,837
29
$612K 0.25%
12,112
+1,006
30
$576K 0.23%
23,924
-15,632
31
$532K 0.21%
2,524
-4,148
32
$501K 0.2%
3,126
-22
33
$493K 0.2%
6,711
+360
34
$446K 0.18%
15,385
-428
35
$377K 0.15%
14,559
-411
36
$364K 0.15%
14,578
+6,214
37
$325K 0.13%
1,214
+19
38
$319K 0.13%
7,413
-20
39
$297K 0.12%
10,284
40
$253K 0.1%
17,205
-10,385
41
$253K 0.1%
2,132
+154
42
$249K 0.1%
9,611
-339
43
$246K 0.1%
7,633
+1
44
$237K 0.1%
1,389
+45
45
$230K 0.09%
5,716
46
$229K 0.09%
1,184
47
$222K 0.09%
3,742
-1,364
48
$209K 0.08%
382
49
$202K 0.08%
8,199
-432
50
$202K 0.08%
+371
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