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
$305M
AUM Growth
+$6.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$4.92M
3
+$4.39M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$3.98M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.76M

Top Sells

1
+$17M
2
+$5.09M
3
+$2.93M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.58M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$939K

Sector Composition

1 Technology 0.21%
2 Energy 0.16%
3 Consumer Discretionary 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$46.2M 15.14%
669,525
+13,372
2
$39.1M 12.84%
1,514,325
+106,752
3
$28.1M 9.22%
1,237,328
+48,023
4
$27M 8.87%
799,787
+32,258
5
$20.9M 6.86%
679,194
+30,022
6
$19.4M 6.38%
777,627
-679,441
7
$18.6M 6.1%
450,681
+405,202
8
$17M 5.56%
647,547
+31,159
9
$16.3M 5.36%
244,838
+6,734
10
$14M 4.6%
345,959
+98,395
11
$7.6M 2.49%
316,857
-12,843
12
$6.82M 2.24%
139,026
+8,689
13
$6.76M 2.22%
86,598
+63,069
14
$4.39M 1.44%
+86,701
15
$4.1M 1.35%
44,869
-55,695
16
$3.37M 1.1%
80,336
+24,281
17
$1.74M 0.57%
37,230
-167
18
$1.47M 0.48%
15,193
+1,110
19
$1.36M 0.44%
23,053
+1,222
20
$1.33M 0.44%
45,513
-10,866
21
$1.31M 0.43%
25,102
-210
22
$1.28M 0.42%
2,506
-26
23
$1.01M 0.33%
6,222
-5,808
24
$959K 0.31%
41,363
+971
25
$958K 0.31%
+3,774
1
2 3