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
$193M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$7.69M
3
+$7.36M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$7.19M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$6.86M

Top Sells

1
+$18.8M
2
+$3.79M
3
+$3.4M
4
SPMB icon
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$1.34M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$1.2M

Sector Composition

1 Technology 0.71%
2 Energy 0.21%
3 Consumer Discretionary 0.21%
4 Real Estate 0.03%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.2M 14.14%
487,462
+9,328
2
$23.1M 11.97%
899,715
+287,148
3
$22.9M 11.86%
895,247
+636,323
4
$16.5M 8.58%
891,291
+414,345
5
$15.6M 8.07%
543,964
+21,947
6
$12M 6.22%
411,586
+62,851
7
$10.5M 5.46%
421,746
+287,932
8
$9.05M 4.7%
156,732
+118,831
9
$6.92M 3.59%
286,263
+96,856
10
$6.43M 3.34%
155,785
-91,817
11
$5.74M 2.98%
62,857
+46,739
12
$3.85M 2%
78,028
+54,112
13
$3.08M 1.6%
126,303
-769,469
14
$2.81M 1.46%
120,526
-10,788
15
$1.94M 1.01%
83,094
+60,621
16
$1.93M 1%
79,870
-30,022
17
$1.86M 0.96%
64,810
-15,755
18
$1.83M 0.95%
46,500
-3,905
19
$1.37M 0.71%
7,109
+62
20
$1.19M 0.62%
2,901
-167
21
$1.11M 0.57%
12,310
+1,209
22
$1M 0.52%
24,444
-453
23
$973K 0.5%
51,750
-7,467
24
$923K 0.48%
5,417
-19,967
25
$871K 0.45%
3,967
-2,467
1
2 3