LEFP

Leading Edge Financial Planning Portfolio holdings

AUM $398M
1-Year Est. Return 9.85%
This Quarter Est. Return
1 Year Est. Return
+9.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.19M
3
+$1.9M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.79M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.59M

Top Sells

1
+$1.01M
2
+$958K
3
+$221K
4
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$58.8K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$55.7K

Sector Composition

1 Technology 0.19%
2 Energy 0.17%
3 Consumer Discretionary 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$233K 0.07%
+10,414
52
$229K 0.07%
1,340
53
$226K 0.07%
3,538
54
$225K 0.07%
6,824
55
$215K 0.07%
+8,257
56
$208K 0.07%
2,716
+16
57
$205K 0.06%
3,417
-225
58
$200K 0.06%
358
59
– –
-6,222
60
– –
-3,774
1 2
3