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
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$14.3M
3
+$9.08M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$8.68M
5
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$6.93M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20M 17.3%
+925,601
2
$14.3M 12.38%
+318,104
3
$9.08M 7.86%
+378,373
4
$8.68M 7.51%
+345,267
5
$6.93M 6%
+168,333
6
$6.02M 5.21%
+243,192
7
$5.26M 4.55%
+352,317
8
$3.38M 2.92%
+147,898
9
$3.31M 2.87%
+21,814
10
$3.05M 2.64%
+126,438
11
$2.71M 2.35%
+108,262
12
$2.62M 2.27%
+115,507
13
$1.91M 1.65%
+118,616
14
$1.78M 1.54%
+14,225
15
$1.41M 1.22%
+65,045
16
$1.21M 1.05%
+48,144
17
$1.15M 1%
+31,138
18
$1.14M 0.98%
+43,892
19
$1.03M 0.89%
+31,817
20
$1.02M 0.88%
+3,840
21
$971K 0.84%
+37,688
22
$940K 0.81%
+48,711
23
$890K 0.77%
+21,441
24
$872K 0.75%
+6,712
25
$833K 0.72%
+29,506
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