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
476
$10K ﹤0.01%
66
477
$10K ﹤0.01%
+273
478
$10K ﹤0.01%
59
479
$10K ﹤0.01%
80
480
$10K ﹤0.01%
131
481
$10K ﹤0.01%
162
482
$10K ﹤0.01%
290
483
$10K ﹤0.01%
+266
484
$10K ﹤0.01%
87
485
$10K ﹤0.01%
119
486
$10K ﹤0.01%
195
487
$10K ﹤0.01%
+582
488
$10K ﹤0.01%
62
489
$10K ﹤0.01%
103
490
$10K ﹤0.01%
60
491
$10K ﹤0.01%
468
492
$10K ﹤0.01%
77
+5
493
$9K ﹤0.01%
125
494
$9K ﹤0.01%
93
495
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143
+2
496
$9K ﹤0.01%
215
497
$9K ﹤0.01%
85
498
$9K ﹤0.01%
87
499
$9K ﹤0.01%
80
500
$9K ﹤0.01%
130
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