LEFP

Leading Edge Financial Planning Portfolio holdings

AUM $439M
1-Year Est. Return 14.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$360M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$1.96M
3
+$1.89M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.77M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.68M

Top Sells

1
+$1.79M
2
+$260K
3
+$259K
4
REET icon
iShares Global REIT ETF
REET
+$224K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$208K

Sector Composition

1 Technology 0.17%
2 Energy 0.14%
3 Consumer Discretionary 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$225K 0.06%
8,203
-54
52
$222K 0.06%
3,538
53
$221K 0.06%
358
54
$219K 0.06%
3,217
-200
55
$213K 0.06%
+4,966
56
$212K 0.06%
+2,670
57
$206K 0.06%
14,572
-2,224
58
$154K 0.04%
+13,827
59
– –
-2,716
60
– –
-77,964
61
– –
-6,915
62
– –
-6,669
1 2
3