LFPWM

Leicht Financial Planning & Wealth Management Portfolio holdings

AUM $211M
1-Year Est. Return 10.67%
This Quarter Est. Return
1 Year Est. Return
+10.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$84.2M
AUM Growth
-$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.6M
3
+$1.76M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.74M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.74M

Top Sells

1
+$37.8M
2
+$16.6M
3
+$16M
4
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$4.4M
5
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$4.28M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.07M 1.27%
+18,977
27
$1.01M 1.2%
11,593
+625
28
$773K 0.92%
7,116
-2,784
29
$760K 0.9%
7,995
-859
30
$741K 0.88%
17,314
-10,362
31
$654K 0.78%
+51,560
32
$390K 0.46%
5,150
-605
33
$299K 0.35%
+14,551
34
$274K 0.33%
8,164
+489
35
$223K 0.26%
3,911
36
– –
-12,896
37
– –
-106,069
38
– –
-661,961
39
– –
-687,782
40
– –
-1,506,262
41
– –
-20,420
1
2