LEFP
Leading Edge Financial Planning Portfolio holdings
AUM
$360M
This Quarter Return
+6.89%
1 Year Return
+10.29%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$360M
AUM Growth
+$360M
(+12%)
Cap. Flow
+$18.6M
Cap. Flow
% of AUM
5.16%
Top 10 Holdings %
Top 10 Hldgs %
81.58%
Holding
62
New
4
Increased
33
Reduced
14
Closed
4
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$2.79M |
| 2 |
Dimensional US High Profitability ETF
DUHP
|
$2.09M |
| 3 |
Dimensional US Small Cap Value ETF
DFSV
|
$2.01M |
| 4 |
Vanguard Mid-Cap Growth ETF
VOT
|
$1.95M |
| 5 |
Dimensional International Core Equity 2 ETF
DFIC
|
$1.78M |
Top Sells
Sector Composition
| 1 | Technology | 0.17% |
| 2 | Energy | 0.14% |
| 3 | Consumer Discretionary | 0.09% |
