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
$299M
AUM Growth
+$49.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$5.06M
3
+$4.1M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.35M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.02M

Top Sells

1
+$377K
2
+$209K
3
+$198K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$141K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$100K

Sector Composition

1 Technology 0.21%
2 Energy 0.15%
3 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.3M 14.84%
656,153
+75,935
2
$39.6M 13.27%
1,407,573
+179,808
3
$38.1M 12.76%
1,457,068
+156,738
4
$26.4M 8.83%
1,189,305
+136,392
5
$26.1M 8.76%
767,529
+98,287
6
$20M 6.7%
649,172
+93,337
7
$17.4M 5.81%
616,388
+80,116
8
$15.7M 5.25%
238,104
+34,374
9
$10.5M 3.51%
247,564
+51,100
10
$9.23M 3.09%
100,564
+678
11
$8.8M 2.95%
329,700
-14,141
12
$6.55M 2.2%
130,337
+16,476
13
$2.93M 0.98%
122,024
+2,855
14
$2.64M 0.89%
56,055
+28,584
15
$2.39M 0.8%
100,466
-2,408
16
$2.02M 0.68%
12,030
-1,179
17
$1.96M 0.66%
45,479
+7,763
18
$1.87M 0.63%
+23,529
19
$1.79M 0.6%
56,379
-4,430
20
$1.76M 0.59%
37,397
-1,701
21
$1.41M 0.47%
21,831
+1,000
22
$1.35M 0.45%
14,083
+728
23
$1.32M 0.44%
25,312
-1,921
24
$1.24M 0.41%
2,532
-10
25
$950K 0.32%
35,156
-7,756
1
2 3