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
351
$19K ﹤0.01%
79
352
$18K ﹤0.01%
95
+12
353
$18K ﹤0.01%
350
-95
354
$18K ﹤0.01%
88
-303
355
$18K ﹤0.01%
118
356
$18K ﹤0.01%
+1,000
357
$18K ﹤0.01%
80
358
$18K ﹤0.01%
120
359
$18K ﹤0.01%
341
360
$17K ﹤0.01%
69
361
$17K ﹤0.01%
191
362
$17K ﹤0.01%
207
363
$17K ﹤0.01%
46
364
$17K ﹤0.01%
85
365
$17K ﹤0.01%
185
+30
366
$17K ﹤0.01%
195
-11
367
$17K ﹤0.01%
200
-15
368
$17K ﹤0.01%
461
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369
$17K ﹤0.01%
120
+52
370
$17K ﹤0.01%
130
371
$17K ﹤0.01%
105
-8
372
$16K ﹤0.01%
140
373
$16K ﹤0.01%
320
+75
374
$16K ﹤0.01%
150
375
$16K ﹤0.01%
102
13 14
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16 17