LF

Lee Financial Portfolio holdings

AUM $709M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
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
451
$12K ﹤0.01%
90
452
$11K ﹤0.01%
416
-415
453
$11K ﹤0.01%
1,040
454
$11K ﹤0.01%
148
455
$11K ﹤0.01%
46
+1
456
$11K ﹤0.01%
295
457
$11K ﹤0.01%
107
458
$11K ﹤0.01%
115
459
$11K ﹤0.01%
57
460
$11K ﹤0.01%
51
461
$11K ﹤0.01%
555
+35
462
$11K ﹤0.01%
100
+20
463
$11K ﹤0.01%
180
464
$11K ﹤0.01%
83
-3,181
465
$11K ﹤0.01%
105
466
$11K ﹤0.01%
120
467
$11K ﹤0.01%
191
468
$11K ﹤0.01%
170
469
$11K ﹤0.01%
175
470
$11K ﹤0.01%
355
+43
471
$11K ﹤0.01%
+236
472
$10K ﹤0.01%
132
473
$10K ﹤0.01%
165
474
$10K ﹤0.01%
206
+46
475
$10K ﹤0.01%
392
+264
17 18
19
20 21