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
$249M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.7M
3
+$2.79M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.77M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.99M

Top Sells

1
+$1.87M
2
+$874K
3
+$376K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$337K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$299K

Sector Composition

1 Technology 0.21%
2 Energy 0.18%
3 Consumer Discretionary 0.09%
4 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-4,890
52
– –
-8,984
53
– –
-4,197
54
– –
-4,273
55
– –
-10,669
56
– –
-15,306
57
– –
-8,070
58
– –
-7,944
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