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
401
$13K ﹤0.01%
74
402
$13K ﹤0.01%
87
403
$13K ﹤0.01%
235
404
$13K ﹤0.01%
215
405
$13K ﹤0.01%
96
406
$13K ﹤0.01%
235
407
$12K ﹤0.01%
105
408
$12K ﹤0.01%
285
+50
409
$12K ﹤0.01%
199
+72
410
$12K ﹤0.01%
355
-120
411
$12K ﹤0.01%
35
-5
412
$12K ﹤0.01%
684
413
$12K ﹤0.01%
165
414
$12K ﹤0.01%
675
415
$11K ﹤0.01%
355
416
$11K ﹤0.01%
+165
417
$11K ﹤0.01%
+16
418
$11K ﹤0.01%
200
-40
419
$11K ﹤0.01%
+194
420
$11K ﹤0.01%
310
421
$11K ﹤0.01%
100
422
$11K ﹤0.01%
1,150
423
$11K ﹤0.01%
159
424
$11K ﹤0.01%
232
+1
425
$11K ﹤0.01%
302
15 16
17
18 19