LFPWM

Leicht Financial Planning & Wealth Management Portfolio holdings

AUM $211M
This Quarter Return
+8.86%
1 Year Return
+10.67%
3 Year Return
+38.12%
5 Year Return
+54.1%
10 Year Return
–
AUM
$174M
AUM Growth
+$174M
Cap. Flow
-$1.41M
Cap. Flow %
-0.81%
Top 10 Hldgs %
83.83%
Holding
26
New
5
Increased
6
Reduced
11
Closed
4

Top Buys

1
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
$7.57M
2
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
$4.08M
3
PFFD icon
Global X US Preferred ETF
PFFD
$3.56M
4
QINT icon
American Century Quality Diversified International ETF
QINT
$581K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
$544K

Top Sells

1
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
$4.79M
2
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
$3.63M
3
PGX icon
Invesco Preferred ETF
PGX
$3.51M
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
$3.33M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$1.16M

Sector Composition

1 Technology 0.89%
2 Financials 0.22%
3 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
STNE icon
26
StoneCo
STNE
$4.41B
– –
-15,000
Closed -$160K
1
2