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
$153M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.34M
3
+$2.11M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$2.05M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.81M

Top Sells

1
+$913K
2
+$551K
3
+$351K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$351K
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$284K

Sector Composition

1 Technology 0.9%
2 Healthcare 0.46%
3 Consumer Discretionary 0.32%
4 Energy 0.28%
5 Industrials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28M 18.31%
1,200,560
+150,841
2
$24.6M 16.12%
472,615
+64,079
3
$13.8M 9.06%
521,787
+79,508
4
$13M 8.53%
513,497
+71,369
5
$11.1M 7.27%
269,099
+49,570
6
$8.39M 5.49%
326,567
+46,855
7
$5.53M 3.62%
320,682
-4,632
8
$5.06M 3.31%
31,130
+6,159
9
$3.26M 2.13%
141,788
+9,989
10
$3.2M 2.09%
138,458
-4,558
11
$2.77M 1.81%
115,072
-9,152
12
$2.39M 1.57%
87,544
-33,422
13
$1.7M 1.11%
77,560
+2,931
14
$1.68M 1.1%
45,363
-206
15
$1.54M 1.01%
12,591
-1,518
16
$1.41M 0.92%
79,100
-19,674
17
$1.37M 0.9%
7,054
+378
18
$1.25M 0.82%
3,384
-421
19
$1.18M 0.77%
12,843
+1,057
20
$1.06M 0.69%
60,597
+2,616
21
$974K 0.64%
40,224
-7,230
22
$950K 0.62%
36,750
-1,054
23
$911K 0.6%
23,459
-7,302
24
$882K 0.58%
45,158
-5,655
25
$871K 0.57%
6,461
-154
1
2 3