LEFP

Leading Edge Financial Planning Portfolio holdings

AUM $439M
1-Year Est. Return 14.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$360M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$1.96M
3
+$1.89M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.77M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.68M

Top Sells

1
+$1.79M
2
+$260K
3
+$259K
4
REET icon
iShares Global REIT ETF
REET
+$224K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$208K

Sector Composition

1 Technology 0.17%
2 Energy 0.14%
3 Consumer Discretionary 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 0.28%
41,501
+177
27
$997K 0.28%
24,380
+1,188
28
$912K 0.25%
31,062
-1,528
29
$737K 0.2%
3,600
30
$674K 0.19%
28,996
-2,033
31
$644K 0.18%
15,466
+4,502
32
$630K 0.18%
13,132
+3,658
33
$608K 0.17%
2,966
+187
34
$526K 0.15%
21,563
-50
35
$512K 0.14%
2,897
-236
36
$503K 0.14%
7,469
+834
37
$490K 0.14%
15,817
+241
38
$439K 0.12%
16,564
+1,390
39
$416K 0.12%
669
+70
40
$393K 0.11%
1,295
+59
41
$393K 0.11%
14,662
+533
42
$390K 0.11%
7,692
-1,012
43
$339K 0.09%
7,370
44
$339K 0.09%
1,544
+33
45
$331K 0.09%
9,273
-7
46
$328K 0.09%
578
47
$269K 0.07%
2,015
48
$267K 0.07%
1,460
+120
49
$252K 0.07%
11,185
+771
50
$245K 0.07%
6,824
1
2
3