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
251
$44K 0.01%
165
-65
252
$44K 0.01%
1,018
253
$43K 0.01%
669
254
$43K 0.01%
271
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255
$43K 0.01%
208
256
$42K 0.01%
300
-123
257
$41K 0.01%
303
+17
258
$41K 0.01%
1,659
-467
259
$41K 0.01%
667
260
$41K 0.01%
1,928
261
$40K 0.01%
542
262
$40K 0.01%
300
263
$40K 0.01%
308
264
$40K 0.01%
299
265
$39K 0.01%
1,142
266
$39K 0.01%
561
267
$39K 0.01%
725
268
$39K 0.01%
200
-305
269
$38K 0.01%
364
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$37K 0.01%
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271
$37K 0.01%
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273
$36K 0.01%
1,044
274
$35K 0.01%
3,850
275
$34K 0.01%
291
+22
9 10
11
12 13