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
$193M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$7.69M
3
+$7.36M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$7.19M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$6.86M

Top Sells

1
+$18.8M
2
+$3.79M
3
+$3.4M
4
SPMB icon
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$1.34M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$1.2M

Sector Composition

1 Technology 0.71%
2 Energy 0.21%
3 Consumer Discretionary 0.21%
4 Real Estate 0.03%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$257K 0.13%
10,995
-1,179
52
$239K 0.12%
2,138
53
$229K 0.12%
7,835
+2
54
$227K 0.12%
+4,948
55
$224K 0.12%
5,030
-2,663
56
$223K 0.12%
+467
57
$218K 0.11%
+6,352
58
$217K 0.11%
+8,364
59
$215K 0.11%
4,203
-4,388
60
$53.8K 0.03%
3,593
+91
61
– –
-3,958
62
– –
-5,853
63
– –
-5,759
64
– –
-1,454
65
– –
-4,453
66
– –
-2,259
67
– –
-7,328
68
– –
-8,625
69
– –
-10,466
70
– –
-64,414
71
– –
-23,363
72
– –
-860
73
– –
-8,951
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