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LFPWM

Leicht Financial Planning & Wealth Management Portfolio holdings

AUM $220M
1-Year Est. Return 13.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
+$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$2.84M
3
+$1.93M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.73M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.28M

Top Sells

1
+$4.64M
2
+$2.19M
3
+$2.12M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.58M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$990K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-8,929
52
– –
-25,840
53
– –
-8,377
1 2
3