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
$299M
AUM Growth
+$49.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$5.06M
3
+$4.1M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.35M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.02M

Top Sells

1
+$377K
2
+$209K
3
+$198K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$141K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$100K

Sector Composition

1 Technology 0.21%
2 Energy 0.15%
3 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$914K 0.31%
40,392
-3,159
27
$881K 0.3%
22,467
-827
28
$761K 0.25%
28,941
+1,293
29
$717K 0.24%
3,618
-318
30
$662K 0.22%
13,039
+927
31
$615K 0.21%
2,640
+116
32
$593K 0.2%
+8,845
33
$581K 0.19%
23,722
-202
34
$533K 0.18%
3,054
-72
35
$494K 0.17%
6,202
-509
36
$452K 0.15%
15,532
+147
37
$411K 0.14%
14,237
-341
38
$402K 0.13%
14,259
-300
39
$360K 0.12%
1,270
+56
40
$332K 0.11%
7,370
-43
41
$323K 0.11%
10,284
42
$272K 0.09%
2,118
-14
43
$264K 0.09%
+501
44
$263K 0.09%
16,796
-409
45
$245K 0.08%
8,940
-671
46
$241K 0.08%
417
+35
47
$240K 0.08%
1,340
-49
48
$236K 0.08%
5,719
+3
49
$234K 0.08%
6,824
-809
50
$231K 0.08%
+5,935
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