LEFP

Leading Edge Financial Planning Portfolio holdings

AUM $475M
1-Year Est. Return 15.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$398M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.99M
3
+$1.94M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.88M
5
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$1.77M

Top Sells

1
+$1.85M
2
+$267K
3
+$257K
4
PBDE
PGIM US Large-Cap Buffer 20 ETF - December
PBDE
+$225K
5
PGX icon
Invesco Preferred ETF
PGX
+$154K

Sector Composition

1 Technology 0.25%
2 Energy 0.13%
3 Consumer Discretionary 0.08%
4 Healthcare 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.05M 0.26%
33,315
+2,253
27
$1.01M 0.25%
38,421
-995
28
$975K 0.24%
22,796
-1,584
29
$777K 0.2%
3,599
-1
30
$772K 0.19%
3,034
+68
31
$708K 0.18%
14,687
+1,555
32
$675K 0.17%
28,754
-242
33
$650K 0.16%
15,448
-18
34
$539K 0.14%
2,890
-7
35
$526K 0.13%
21,543
-20
36
$502K 0.13%
16,067
+250
37
$492K 0.12%
7,191
-278
38
$427K 0.11%
15,650
+988
39
$425K 0.11%
1,295
40
$414K 0.1%
15,165
-1,399
41
$409K 0.1%
611
-58
42
$374K 0.09%
+3,754
43
$363K 0.09%
24,821
+10,249
44
$354K 0.09%
578
45
$336K 0.08%
9,226
-47
46
$335K 0.08%
6,595
-1,097
47
$333K 0.08%
1,516
-28
48
$330K 0.08%
+4,552
49
$325K 0.08%
6,840
-530
50
$284K 0.07%
2,015
1
2
3