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
$138M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$2.86M
3
+$2.5M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$2.19M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.61M

Top Sells

1
+$431K
2
+$346K
3
+$345K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$275K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$124K

Sector Composition

1 Technology 0.8%
2 Healthcare 0.48%
3 Energy 0.31%
4 Industrials 0.2%
5 Financials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$284K 0.21%
11,598
-66
52
$282K 0.2%
4,990
-1,814
53
$281K 0.2%
24,469
+133
54
$276K 0.2%
2,615
55
$271K 0.2%
8,550
56
$266K 0.19%
+6,670
57
$256K 0.19%
+2,826
58
$252K 0.18%
3,913
+22
59
$242K 0.18%
1,563
+10
60
$237K 0.17%
4,838
-255
61
$236K 0.17%
9,342
+52
62
$229K 0.17%
10,910
-28
63
$216K 0.16%
2,031
+8
64
$212K 0.15%
+2,051
65
$205K 0.15%
5,762
66
$204K 0.15%
+6,336
67
$200K 0.14%
+7,854
68
– –
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