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
526
$8K ﹤0.01%
73
527
$8K ﹤0.01%
80
528
$8K ﹤0.01%
782
-49
529
$8K ﹤0.01%
200
530
$8K ﹤0.01%
222
531
$8K ﹤0.01%
33
532
$8K ﹤0.01%
76
533
$8K ﹤0.01%
280
534
$8K ﹤0.01%
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535
$8K ﹤0.01%
80
536
$8K ﹤0.01%
80
537
$8K ﹤0.01%
129
538
$8K ﹤0.01%
21
539
$8K ﹤0.01%
235
540
$8K ﹤0.01%
+1,579
541
$8K ﹤0.01%
198
542
$8K ﹤0.01%
143
543
$8K ﹤0.01%
+200
544
$8K ﹤0.01%
65
545
$8K ﹤0.01%
150
546
$8K ﹤0.01%
291
+3
547
$8K ﹤0.01%
500
548
$8K ﹤0.01%
2,400
549
$8K ﹤0.01%
128
550
$8K ﹤0.01%
335
20 21
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