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
301
$27K ﹤0.01%
1,500
302
$27K ﹤0.01%
193
+25
303
$27K ﹤0.01%
646
+58
304
$26K ﹤0.01%
225
-46
305
$25K ﹤0.01%
200
-5
306
$25K ﹤0.01%
126
307
$25K ﹤0.01%
660
308
$25K ﹤0.01%
294
-1,000
309
$25K ﹤0.01%
+457
310
$25K ﹤0.01%
650
+400
311
$24K ﹤0.01%
180
-208
312
$24K ﹤0.01%
+720
313
$24K ﹤0.01%
121
-13
314
$24K ﹤0.01%
370
+13
315
$24K ﹤0.01%
87
-485
316
$24K ﹤0.01%
191
317
$24K ﹤0.01%
160
-7
318
$23K ﹤0.01%
100
+99
319
$23K ﹤0.01%
245
320
$23K ﹤0.01%
210
-20
321
$23K ﹤0.01%
280
-20
322
$22K ﹤0.01%
480
323
$22K ﹤0.01%
1,010
324
$22K ﹤0.01%
67
-18
325
$22K ﹤0.01%
98
+10
11 12
13
14 15