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
426
$11K ﹤0.01%
90
427
$10K ﹤0.01%
115
428
$10K ﹤0.01%
200
429
$10K ﹤0.01%
184
430
$10K ﹤0.01%
105
431
$10K ﹤0.01%
200
432
$10K ﹤0.01%
+335
433
$10K ﹤0.01%
21
-9
434
$10K ﹤0.01%
955
435
$10K ﹤0.01%
137
436
$10K ﹤0.01%
113
-45
437
$10K ﹤0.01%
+262
438
$10K ﹤0.01%
320
439
$10K ﹤0.01%
237
440
$10K ﹤0.01%
177
+26
441
$10K ﹤0.01%
165
442
$9K ﹤0.01%
143
-31
443
$9K ﹤0.01%
165
444
$9K ﹤0.01%
600
445
$9K ﹤0.01%
48
446
$9K ﹤0.01%
+43
447
$9K ﹤0.01%
3,000
-1,000
448
$9K ﹤0.01%
601
-230
449
$9K ﹤0.01%
115
450
$9K ﹤0.01%
128
+65
16 17
18
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