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
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$14.3M
3
+$9.08M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$8.68M
5
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$6.93M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.75%
2 Healthcare 0.61%
3 Industrials 0.34%
4 Energy 0.34%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$280K 0.24%
+3,891
52
$280K 0.24%
+8,113
53
$276K 0.24%
+9,637
54
$276K 0.24%
+11,664
55
$274K 0.24%
+1,553
56
$272K 0.24%
+24,336
57
$258K 0.22%
+8,550
58
$242K 0.21%
+5,093
59
$229K 0.2%
+9,290
60
$224K 0.19%
+2,023
61
$222K 0.19%
+10,938
62
$220K 0.19%
+9,787
63
$202K 0.18%
+5,762
1 2
3