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
501
$9K ﹤0.01%
140
502
$9K ﹤0.01%
210
503
$9K ﹤0.01%
645
504
$9K ﹤0.01%
125
505
$9K ﹤0.01%
100
506
$9K ﹤0.01%
+2,618
507
$9K ﹤0.01%
+317
508
$9K ﹤0.01%
173
509
$9K ﹤0.01%
230
510
$9K ﹤0.01%
168
-29
511
$9K ﹤0.01%
200
512
$9K ﹤0.01%
147
513
$9K ﹤0.01%
16
514
$9K ﹤0.01%
88
515
$9K ﹤0.01%
419
516
$9K ﹤0.01%
113
517
$9K ﹤0.01%
36
518
$9K ﹤0.01%
77
+18
519
$9K ﹤0.01%
524
+150
520
$9K ﹤0.01%
340
521
$9K ﹤0.01%
95
522
$9K ﹤0.01%
207
+55
523
$8K ﹤0.01%
277
524
$8K ﹤0.01%
228
525
$8K ﹤0.01%
187
+36