LEFP
Leading Edge Financial Planning Portfolio holdings
AUM
$360M
This Quarter Return
+8.06%
1 Year Return
+10.29%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$116M
AUM Growth
–
Cap. Flow
+$116M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
69.24%
Holding
63
New
63
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.75% |
| 2 | Healthcare | 0.61% |
| 3 | Industrials | 0.34% |
| 4 | Energy | 0.34% |
| 5 | Financials | 0.24% |
