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
501
$6K ﹤0.01%
36
+16
502
$5K ﹤0.01%
10
+3
503
$5K ﹤0.01%
135
504
$5K ﹤0.01%
41
-40
505
$5K ﹤0.01%
146
-35
506
$5K ﹤0.01%
89
507
$5K ﹤0.01%
+365
508
$5K ﹤0.01%
63
+27
509
$5K ﹤0.01%
133
510
$5K ﹤0.01%
50
511
$5K ﹤0.01%
46
512
$5K ﹤0.01%
13
-220
513
$5K ﹤0.01%
+162
514
$5K ﹤0.01%
43
515
$5K ﹤0.01%
100
+33
516
$5K ﹤0.01%
40
-50
517
$5K ﹤0.01%
145
-72
518
$5K ﹤0.01%
146
-52
519
$5K ﹤0.01%
104
520
$5K ﹤0.01%
50
521
$5K ﹤0.01%
27
522
$5K ﹤0.01%
35
523
$4K ﹤0.01%
94
-22
524
$4K ﹤0.01%
40
525
$4K ﹤0.01%
48
+37
19 20
21
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