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
451
$9K ﹤0.01%
33
-6
452
$9K ﹤0.01%
+200
453
$9K ﹤0.01%
203
+86
454
$9K ﹤0.01%
426
+92
455
$9K ﹤0.01%
200
-55
456
$9K ﹤0.01%
335
457
$9K ﹤0.01%
153
-1,435
458
$9K ﹤0.01%
134
459
$9K ﹤0.01%
165
460
$8K ﹤0.01%
99
-71
461
$8K ﹤0.01%
401
462
$8K ﹤0.01%
58
-31
463
$8K ﹤0.01%
58
+14
464
$8K ﹤0.01%
109
465
$8K ﹤0.01%
181
-64
466
$8K ﹤0.01%
305
467
$8K ﹤0.01%
349
-89
468
$8K ﹤0.01%
117
469
$8K ﹤0.01%
80
470
$8K ﹤0.01%
46
-5
471
$8K ﹤0.01%
127
+41
472
$8K ﹤0.01%
43
-9
473
$8K ﹤0.01%
1,500
474
$8K ﹤0.01%
22
-8
475
$8K ﹤0.01%
370
-163
17 18
19
20 21