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
$182M
AUM Growth
+$8.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
22
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$2.31M
3
+$1.09M
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$721K
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$230K

Top Sells

1
+$7.15M
2
+$776K
3
+$423K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$414K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$392K

Sector Composition

1 Technology 0.76%
2 Financials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37.5M 20.57%
513,062
-97,743
2
$22.6M 12.38%
801,666
+82,028
3
$17.5M 9.61%
349,988
-15,492
4
$16.1M 8.84%
449,721
+3,368
5
$15.8M 8.65%
366,749
+88,015
6
$15.8M 8.64%
725,428
+50,036
7
$9.21M 5.05%
281,791
+22,049
8
$7.94M 4.35%
38,136
-1,986
9
$5.57M 3.05%
37,695
-949
10
$5.57M 3.05%
104,338
-7,927
11
$4.97M 2.72%
52,652
+94
12
$4.58M 2.51%
108,728
-9,304
13
$4.54M 2.49%
125,475
+6,357
14
$4.48M 2.46%
54,914
-1,296
15
$3.83M 2.1%
30,367
-2,860
16
$3.78M 2.07%
187,558
+4,033
17
$1.39M 0.76%
8,089
18
$574K 0.31%
11,553
-7,712
19
$467K 0.26%
1,110
+31
20
$220K 0.12%
4,390
-3,319
21
– –
-11,503
22
– –
-5,208