Asset Manager
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Leicht Financial Planning & Wealth Management, Inc.
900 LANIDEX PLAZA SUITE 110, PARSIPPANY, NJ 07054 • 973-599-0400
Market Value
$222M
+5.4%
Holdings
15
-3
New Purchases
0
Added To
2
Closed
0
Reduced
11
Top 10 Concentration
93.1%
Turnover
0.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 99.1% |
| Technology | 0.9% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 2 | $3M | 1.2% |
| Large Cap | 10 | $170M | 76.5% |
| Mid Cap | 3 | $49M | 22.3% |
Portfolio Analytics
Avg Market Cap
$426.6B
Median Market Cap
$35.8B
Avg P/E
25.4
Median P/E
25.4
Avg Dividend Yield
0.00%
Avg Beta
0.83
# Stocks
2
# ETFs / Funds
13
Top Holdings (15 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPYG | 26.62% | 564,911 | $59M | $104.51 | $5M | -7,050 | -1.2% | |
| 2 | SPYV | 13.79% | 552,646 | $31M | $55.33 | $2M | -2,450 | -0.4% | |
| 3 | SPTI | 11.21% | 860,667 | $25M | $28.90 | -$150K | -9,120 | -1.1% | |
| 4 | SPDW | 8.92% | 462,561 | $20M | $42.79 | $987K | -1,889 | -0.4% | |
| 5 | SPMB | 8.62% | 852,291 | $19M | $22.44 | $87K | -9,165 | -1.1% | |
| 6 | SPSM | 8.10% | 387,704 | $18M | $46.32 | $1M | -2,585 | -0.7% | |
| 7 | SPIB | 5.77% | 377,348 | $13M | $33.89 | -$17K | -3,986 | -1.1% | |
| 8 | SPEM | 5.04% | 238,835 | $11M | $46.81 | $913K | -1,390 | -0.6% | |
| 9 | XLC | 2.61% | 48,878 | $6M | $118.37 | $429K | -475 | -1.0% | |
| 10 | SLYG | 2.45% | 57,583 | $5M | $94.31 | $298K | -254 | -0.4% | |
| 11 | XLF | 2.37% | 97,558 | $5M | $53.87 | $136K | -195 | -0.2% | |
| 12 | XLV | 1.88% | 29,923 | $4M | $139.17 | $152K | +155 | +0.5% | |
| 13 | SGOV | 1.43% | 31,569 | $3M | $100.70 | $671K | +6,658 | +26.7% | |
| 14 | AAPL | 0.93% | 8,075 | $2M | $254.63 | $399K | — | — | |
| 15 | BRK-B | 0.27% | 1,190 | $598K | $502.74 | $20K | — | — |