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
$222M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$669K
2
+$21K

Top Sells

1
+$702K
2
+$262K
3
+$203K
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$134K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$132K

Sector Composition

1 Technology 0.93%
2 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$59M 26.62%
564,911
-7,050
2
$30.6M 13.79%
552,646
-2,450
3
$24.9M 11.21%
860,667
-9,120
4
$19.8M 8.92%
462,561
-1,889
5
$19.1M 8.62%
852,291
-9,165
6
$18M 8.1%
387,704
-2,585
7
$12.8M 5.77%
377,348
-3,986
8
$11.2M 5.04%
238,835
-1,390
9
$5.79M 2.61%
48,878
-475
10
$5.43M 2.45%
57,583
-254
11
$5.26M 2.37%
97,558
-195
12
$4.16M 1.88%
29,923
+155
13
$3.18M 1.43%
31,569
+6,658
14
$2.06M 0.93%
8,075
15
$598K 0.27%
1,190