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
1
$12.3M 14.59%
583,496
+565,650
2
$11.9M 14.14%
565,370
+549,845
3
$5.95M 7.06%
67,721
-15,622
4
$4.73M 5.62%
461,768
+31,872
5
– –
0
6
– –
0
7
$3.36M 3.99%
33,392
-3,070
8
$3.07M 3.65%
128,085
-13,385
9
$2.68M 3.18%
39,003
-3,769
10
$2.44M 2.9%
29,268
-2,912
11
$2.28M 2.71%
20,616
-2,776
12
$2.06M 2.45%
33,176
-983
13
$1.95M 2.32%
52,504
+46,621
14
$1.76M 2.1%
+35,536
15
$1.74M 2.06%
+31,852
16
$1.72M 2.04%
+36,620
17
$1.71M 2.03%
+28,580
18
$1.66M 1.97%
16,751
+14,724
19
$1.59M 1.89%
25,658
+22,409
20
$1.52M 1.8%
+29,730
21
$1.46M 1.74%
36,470
+30,870
22
$1.25M 1.49%
24,269
+8,374
23
$1.22M 1.44%
+58,662
24
$1.15M 1.36%
+37,330
25
$1.13M 1.35%
+14,081
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