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
$138M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$2.86M
3
+$2.5M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$2.19M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.61M

Top Sells

1
+$431K
2
+$346K
3
+$345K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$275K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$124K

Sector Composition

1 Technology 0.8%
2 Healthcare 0.48%
3 Energy 0.31%
4 Industrials 0.2%
5 Financials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.2M 17.52%
1,049,719
+124,118
2
$19.7M 14.23%
408,536
+90,432
3
$11.4M 8.25%
442,128
+96,861
4
$11.1M 8.05%
442,279
+63,906
5
$9.4M 6.8%
219,529
+51,196
6
$6.97M 5.05%
279,712
+36,520
7
$5.19M 3.75%
325,314
-27,003
8
$3.85M 2.78%
24,971
+3,157
9
$3.35M 2.43%
143,016
-4,882
10
$3.26M 2.36%
120,966
+12,704
11
$3.03M 2.19%
124,224
-2,214
12
$3.02M 2.19%
131,799
+16,292
13
$1.75M 1.26%
14,109
-116
14
$1.72M 1.24%
98,774
-19,842
15
$1.66M 1.2%
74,629
+9,584
16
$1.6M 1.16%
45,569
+13,752
17
$1.22M 0.88%
3,805
-35
18
$1.16M 0.84%
30,761
-377
19
$1.16M 0.84%
47,454
-690
20
$1.1M 0.8%
6,676
-36
21
$1.08M 0.78%
11,786
+8,144
22
$1.01M 0.73%
37,804
+116
23
$991K 0.72%
50,813
+2,102
24
$935K 0.68%
57,981
+5,433
25
$901K 0.65%
33,630
-10,262
1
2 3