LFPWM

Leicht Financial Planning & Wealth Management Portfolio holdings

AUM $222M
1-Year Est. Return 11.01%
This Quarter Est. Return
1 Year Est. Return
+11.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$14.4M
3
+$12.1M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$10.8M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$9.79M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$290K 0.27%
+10,898
27
$289K 0.27%
+4,570
28
$285K 0.26%
+13,785
29
$285K 0.26%
+3,443
30
$279K 0.26%
+13,310
1
2