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
376
$16K ﹤0.01%
40
-1,512
377
$15K ﹤0.01%
27
-18
378
$15K ﹤0.01%
1,064
379
$15K ﹤0.01%
525
-128
380
$15K ﹤0.01%
343
381
$15K ﹤0.01%
115
382
$15K ﹤0.01%
114
-35
383
$15K ﹤0.01%
100
-11
384
$14K ﹤0.01%
79
385
$14K ﹤0.01%
800
386
$14K ﹤0.01%
150
387
$14K ﹤0.01%
117
+97
388
$14K ﹤0.01%
130
389
$14K ﹤0.01%
300
-643
390
$14K ﹤0.01%
121
-14
391
$14K ﹤0.01%
5,500
392
$14K ﹤0.01%
500
393
$14K ﹤0.01%
413
394
$14K ﹤0.01%
700
395
$13K ﹤0.01%
365
396
$13K ﹤0.01%
95
397
$13K ﹤0.01%
55
+29
398
$13K ﹤0.01%
252
399
$13K ﹤0.01%
180
400
$13K ﹤0.01%
220
14 15
16
17 18