LEFP

Leading Edge Financial Planning Portfolio holdings

AUM $439M
1-Year Est. Return 14.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$360M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$1.96M
3
+$1.89M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.77M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.68M

Top Sells

1
+$1.79M
2
+$260K
3
+$259K
4
REET icon
iShares Global REIT ETF
REET
+$224K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$208K

Sector Composition

1 Technology 0.17%
2 Energy 0.14%
3 Consumer Discretionary 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.9M 14.97%
741,078
+38,315
2
$51.8M 14.39%
1,664,622
+57,274
3
$32.2M 8.96%
906,348
+58,634
4
$31.9M 8.87%
1,338,719
+54,855
5
$24M 6.67%
814,869
+68,158
6
$22.3M 6.2%
751,448
+43,728
7
$21.6M 6%
842,874
+32,742
8
$21M 5.85%
498,018
+25,882
9
$18.8M 5.23%
275,842
+17,562
10
$16M 4.45%
382,545
+25,282
11
$7.77M 2.16%
156,845
+8,318
12
$7.65M 2.13%
309,613
-9,264
13
$7.62M 2.12%
95,805
+4,594
14
$5.57M 1.55%
126,027
+21,909
15
$5.27M 1.47%
103,871
+9,279
16
$4.23M 1.18%
46,103
-1,620
17
$1.95M 0.54%
+6,853
18
$1.88M 0.52%
37,579
+1,645
19
$1.84M 0.51%
20,153
+4,767
20
$1.66M 0.46%
25,311
+1,109
21
$1.56M 0.43%
45,224
-111
22
$1.5M 0.42%
21,837
-370
23
$1.38M 0.38%
2,498
-38
24
$1.08M 0.3%
14,601
+1,953
25
$1.03M 0.29%
39,416
+6,024
1
2 3