LF

Lee Financial Portfolio holdings

AUM $797M
1-Year Est. Return 16.77%
This Quarter Est. Return
1 Year Est. Return
+16.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$559M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,011
New
Increased
Reduced
Closed

Top Buys

1
+$40.2M
2
+$13.1M
3
+$9.78M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.24M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$3.87M

Top Sells

1
+$39M
2
+$2.47M
3
+$2.03M
4
CONE
CyrusOne Inc Common Stock
CONE
+$1.29M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.19M

Sector Composition

1 Financials 7.7%
2 Technology 5.85%
3 Energy 3.43%
4 Real Estate 1.97%
5 Healthcare 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$61K 0.01%
3,733
227
$58K 0.01%
617
228
$58K 0.01%
+750
229
$57K 0.01%
1,058
+384
230
$57K 0.01%
478
-2
231
$57K 0.01%
1,200
-482
232
$57K 0.01%
1,060
-310
233
$55K 0.01%
2,856
234
$55K 0.01%
539
235
$54K 0.01%
242
-8
236
$54K 0.01%
775
+700
237
$54K 0.01%
300
238
$52K 0.01%
2,200
239
$51K 0.01%
458
-10
240
$51K 0.01%
1,300
241
$49K 0.01%
231
+12
242
$49K 0.01%
445
-1,295
243
$48K 0.01%
970
244
$48K 0.01%
261
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245
$47K 0.01%
2,445
246
$46K 0.01%
505
247
$46K 0.01%
187
248
$45K 0.01%
3,099
-959
249
$45K 0.01%
793
+114
250
$44K 0.01%
1,018
8 9
10
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