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
476
$8K ﹤0.01%
2,400
477
$8K ﹤0.01%
50
478
$7K ﹤0.01%
62
479
$7K ﹤0.01%
252
480
$7K ﹤0.01%
79
+21
481
$7K ﹤0.01%
195
482
$7K ﹤0.01%
15
-2
483
$7K ﹤0.01%
45
+21
484
$7K ﹤0.01%
190
-40
485
$7K ﹤0.01%
23
+6
486
$7K ﹤0.01%
197
+61
487
$7K ﹤0.01%
101
488
$7K ﹤0.01%
83
+1
489
$7K ﹤0.01%
172
490
$7K ﹤0.01%
163
491
$7K ﹤0.01%
150
492
$7K ﹤0.01%
134
-55
493
$7K ﹤0.01%
+190
494
$6K ﹤0.01%
30
-58
495
$6K ﹤0.01%
202
-1,312,424
496
$6K ﹤0.01%
160
497
$6K ﹤0.01%
132
-52
498
$6K ﹤0.01%
224
499
$6K ﹤0.01%
62
+21
500
$6K ﹤0.01%
132
18 19
20
21 22