LF

Lee Financial Portfolio holdings

AUM $741M
1-Year Est. Return 17.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$424M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
874
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$4.85M
3
+$2.99M
4
IEUS icon
iShares MSCI Europe Small-Cap ETF
IEUS
+$2.58M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.21M

Top Sells

1
+$2.33M
2
+$1.17M
3
+$946K
4
CBRL icon
Cracker Barrel
CBRL
+$903K
5
MON
Monsanto Co
MON
+$718K

Sector Composition

1 Energy 8.52%
2 Technology 3.39%
3 Healthcare 2.07%
4 Financials 1.95%
5 Consumer Discretionary 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$13K ﹤0.01%
268
427
$13K ﹤0.01%
400
428
$13K ﹤0.01%
543
429
$13K ﹤0.01%
264
430
$13K ﹤0.01%
161
431
$13K ﹤0.01%
114
432
$13K ﹤0.01%
442
+26
433
$13K ﹤0.01%
360
434
$13K ﹤0.01%
139
435
$13K ﹤0.01%
57
-18
436
$13K ﹤0.01%
87
437
$13K ﹤0.01%
300
-300
438
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500
-500
439
$12K ﹤0.01%
84
440
$12K ﹤0.01%
290
+117
441
$12K ﹤0.01%
91
+15
442
$12K ﹤0.01%
218
+124
443
$12K ﹤0.01%
+684
444
$12K ﹤0.01%
51
-12
445
$12K ﹤0.01%
200
-200
446
$12K ﹤0.01%
95
447
$12K ﹤0.01%
215
+1
448
$12K ﹤0.01%
235
449
$12K ﹤0.01%
157
450
$12K ﹤0.01%
280
16 17
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