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
26
$3.07M 0.55%
50,334
-18
27
$2.93M 0.52%
29,390
+1,275
28
$2.9M 0.52%
47,560
-33,198
29
$2.74M 0.49%
16,893
-1,734
30
$2.68M 0.48%
53,289
+90
31
$2.66M 0.48%
87,694
-13,855
32
$2.42M 0.43%
28,511
-6,805
33
$2.39M 0.43%
4,692
-709
34
$2.29M 0.41%
97,487
+137
35
$2.12M 0.38%
15,529
+885
36
$1.94M 0.35%
23,214
+80
37
$1.92M 0.34%
20,400
-453
38
$1.92M 0.34%
5,996
-4
39
$1.91M 0.34%
67,188
+86
40
$1.85M 0.33%
165,206
+19,843
41
$1.79M 0.32%
21,951
+27
42
$1.78M 0.32%
11,414
+60
43
$1.71M 0.31%
29,306
+20
44
$1.7M 0.3%
5,594
+8
45
$1.68M 0.3%
9,149
-532
46
$1.68M 0.3%
20,307
-95
47
$1.67M 0.3%
+21,102
48
$1.62M 0.29%
6,442
+88
49
$1.61M 0.29%
33,262
+85
50
$1.53M 0.27%
16,896
+2,357
1
2
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