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
$299M
AUM Growth
+$49.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$5.06M
3
+$4.1M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.35M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.02M

Top Sells

1
+$377K
2
+$209K
3
+$198K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$141K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$100K

Sector Composition

1 Technology 0.21%
2 Energy 0.15%
3 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$224K 0.08%
391
+20
52
$223K 0.07%
1,196
+12
53
$222K 0.07%
3,642
-100
54
$220K 0.07%
8,199
55
$203K 0.07%
+3,734
1 2
3