LF

Lee Financial Portfolio holdings

AUM $741M
1-Year Est. Return 17.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.68%
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%
228
527
$8K ﹤0.01%
187
+36
528
$8K ﹤0.01%
73
529
$8K ﹤0.01%
80
530
$8K ﹤0.01%
782
-49
531
$8K ﹤0.01%
200
532
$8K ﹤0.01%
280
533
$8K ﹤0.01%
210
534
$8K ﹤0.01%
80
535
$8K ﹤0.01%
80
536
$8K ﹤0.01%
129
537
$8K ﹤0.01%
21
538
$8K ﹤0.01%
235
539
$8K ﹤0.01%
+1,579
540
$8K ﹤0.01%
198
541
$8K ﹤0.01%
143
542
$8K ﹤0.01%
+200
543
$8K ﹤0.01%
65
544
$8K ﹤0.01%
150
545
$8K ﹤0.01%
222
546
$8K ﹤0.01%
33
547
$8K ﹤0.01%
76
548
$8K ﹤0.01%
291
+3
549
$8K ﹤0.01%
500
550
$8K ﹤0.01%
2,400