LEFP

Leading Edge Financial Planning Portfolio holdings

AUM $475M
1-Year Est. Return 15.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$398M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.99M
3
+$1.94M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.88M
5
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$1.77M

Top Sells

1
+$1.85M
2
+$267K
3
+$257K
4
PBDE
PGIM US Large-Cap Buffer 20 ETF - December
PBDE
+$225K
5
PGX icon
Invesco Preferred ETF
PGX
+$154K

Sector Composition

1 Technology 0.25%
2 Energy 0.13%
3 Consumer Discretionary 0.08%
4 Healthcare 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$263K 0.07%
6,824
52
$258K 0.06%
11,149
-36
53
$243K 0.06%
+2,138
54
$238K 0.06%
358
55
$238K 0.06%
2,670
56
$229K 0.06%
3,224
+7
57
$229K 0.06%
4,966
58
$227K 0.06%
+1,615
59
$222K 0.06%
3,534
-4
60
$213K 0.05%
+4,796
61
$210K 0.05%
+4,592
62
$207K 0.05%
+626
63
$206K 0.05%
+7,061
64
– –
-8,203
65
– –
-1,460
66
– –
-13,827
1 2
3