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
276
$34K 0.01%
136
+110
277
$33K 0.01%
800
278
$33K 0.01%
709
+217
279
$33K 0.01%
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280
$33K 0.01%
525
281
$33K 0.01%
420
+1
282
$32K 0.01%
4,008
283
$32K 0.01%
107
-39
284
$31K 0.01%
245
-12
285
$31K 0.01%
470
286
$30K 0.01%
535
+35
287
$29K 0.01%
395
288
$29K 0.01%
193
-16
289
$29K 0.01%
260
290
$29K 0.01%
1,060
291
$29K 0.01%
3,460
-505
292
$29K 0.01%
273
-47
293
$28K 0.01%
695
-82
294
$28K 0.01%
410
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295
$28K 0.01%
486
296
$28K 0.01%
285
+280
297
$28K 0.01%
351
-45
298
$27K ﹤0.01%
933
299
$27K ﹤0.01%
120
-24
300
$27K ﹤0.01%
443
-74
10 11
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