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
$167M
AUM Growth
+$1.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
23
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$4.54M
3
+$4.16M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.74M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$364K

Top Sells

1
+$6.84M
2
+$3.79M
3
+$3.59M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.6M
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$759K

Sector Composition

1 Financials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.5M 13.49%
416,217
-5,964
2
$19.3M 11.58%
455,491
-61,466
3
$15.4M 9.26%
232,883
+103,062
4
$15M 9%
96,942
+17,707
5
$12.4M 7.47%
334,463
+122,020
6
$9.75M 5.86%
299,486
+11,170
7
$8.11M 4.87%
153,580
-1,864
8
$7.79M 4.68%
160,943
-15,681
9
$7.73M 4.64%
210,066
+8,007
10
$6.67M 4.01%
259,024
+3,669
11
$6.51M 3.91%
65,665
+1,669
12
$5.75M 3.45%
154,912
+1,131
13
$4.95M 2.97%
13,400
-753
14
$4.58M 2.75%
98,147
+226
15
$4.56M 2.74%
56,333
-993
16
$4.16M 2.5%
+96,676
17
$3.98M 2.39%
66,173
+300
18
$3.64M 2.18%
45,445
+2,121
19
$3.49M 2.1%
75,956
+3,711
20
$262K 0.16%
955
+9
21
– –
-71,676
22
– –
-82,077
23
– –
-165,823