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
$559M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,011
New
Increased
Reduced
Closed

Top Buys

1
+$40.7M
2
+$13.3M
3
+$9.64M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.24M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$3.82M

Top Sells

1
+$40M
2
+$2.06M
3
+$1.5M
4
CONE
CyrusOne Inc Common Stock
CONE
+$1.29M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.24M

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
451
$9K ﹤0.01%
335
452
$9K ﹤0.01%
153
-1,435
453
$9K ﹤0.01%
+43
454
$9K ﹤0.01%
134
455
$9K ﹤0.01%
600
456
$9K ﹤0.01%
48
457
$9K ﹤0.01%
165
458
$9K ﹤0.01%
3,000
-1,000
459
$9K ﹤0.01%
601
-230
460
$8K ﹤0.01%
58
-31
461
$8K ﹤0.01%
305
462
$8K ﹤0.01%
349
-89
463
$8K ﹤0.01%
117
464
$8K ﹤0.01%
80
465
$8K ﹤0.01%
127
+41
466
$8K ﹤0.01%
43
-9
467
$8K ﹤0.01%
401
468
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109
469
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181
-64
470
$8K ﹤0.01%
46
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471
$8K ﹤0.01%
370
-163
472
$8K ﹤0.01%
99
-71
473
$8K ﹤0.01%
58
+14
474
$8K ﹤0.01%
1,500
475
$8K ﹤0.01%
22
-8
17 18
19
20 21