LFPWM

Leicht Financial Planning & Wealth Management Portfolio holdings

AUM $224M
1-Year Est. Return 13.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
+$6.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$1.36M
3
+$1.05M
4
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$995K
5
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$767K

Top Sells

1
+$2.84M
2
+$1.2M
3
+$844K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$607K
5
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
+$447K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-3,545
27
– –
-14,027
1
2