LEFP

Leading Edge Financial Planning Portfolio holdings

AUM $398M
1-Year Est. Return 9.85%
This Quarter Est. Return
1 Year Est. Return
+9.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.19M
3
+$1.9M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.79M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.59M

Top Sells

1
+$1.01M
2
+$958K
3
+$221K
4
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$58.8K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$55.7K

Sector Composition

1 Technology 0.19%
2 Energy 0.17%
3 Consumer Discretionary 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$881K 0.28%
33,392
+161
27
$854K 0.27%
32,590
-598
28
$838K 0.26%
12,648
+1,967
29
$719K 0.22%
31,029
+19
30
$699K 0.22%
3,600
+3
31
$617K 0.19%
2,779
+207
32
$541K 0.17%
3,133
+93
33
$532K 0.17%
15,576
-199
34
$526K 0.16%
21,613
35
$472K 0.15%
6,635
-35
36
$454K 0.14%
10,964
-5,337
37
$450K 0.14%
9,474
-65
38
$441K 0.14%
8,704
-246
39
$424K 0.13%
15,174
40
$371K 0.12%
14,129
+322
41
$340K 0.11%
1,236
42
$338K 0.11%
9,280
-377
43
$337K 0.11%
599
44
$323K 0.1%
7,370
45
$297K 0.09%
578
+51
46
$287K 0.09%
1,511
+400
47
$260K 0.08%
6,915
48
$260K 0.08%
2,015
49
$259K 0.08%
6,669
+527
50
$240K 0.07%
16,796
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