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
$153M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.34M
3
+$2.11M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$2.05M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.81M

Top Sells

1
+$913K
2
+$551K
3
+$351K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$351K
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$284K

Sector Composition

1 Technology 0.9%
2 Healthcare 0.46%
3 Consumer Discretionary 0.32%
4 Energy 0.28%
5 Industrials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$269K 0.18%
2,064
+13
52
$268K 0.18%
3,074
+248
53
$267K 0.17%
7,800
-750
54
$263K 0.17%
2,282
+251
55
$257K 0.17%
6,362
-308
56
$241K 0.16%
+5,760
57
$239K 0.16%
1,447
-116
58
$233K 0.15%
4,759
-79
59
$225K 0.15%
+858
60
$221K 0.14%
8,132
+278
61
$219K 0.14%
8,906
-2,692
62
$218K 0.14%
7,228
-1,934
63
$217K 0.14%
2,048
-567
64
$208K 0.14%
6,337
+1
65
$205K 0.13%
5,762
66
$204K 0.13%
8,294
-1,048
67
$202K 0.13%
9,206
-1,704
68
$58.1K 0.04%
+3,356
69
– –
-3,631
70
– –
-2,699
1 2
3