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
551
$7K ﹤0.01%
165
552
$7K ﹤0.01%
+233
553
$7K ﹤0.01%
959
554
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149
-3
555
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158
556
$7K ﹤0.01%
83
557
$7K ﹤0.01%
77
-2
558
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+1
559
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28
-1
560
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215
+41
561
$7K ﹤0.01%
250
-250
562
$7K ﹤0.01%
452
563
$7K ﹤0.01%
1,323
+544
564
$7K ﹤0.01%
114
565
$7K ﹤0.01%
140
566
$7K ﹤0.01%
51
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567
$7K ﹤0.01%
115
568
$7K ﹤0.01%
190
569
$7K ﹤0.01%
10,000
570
$7K ﹤0.01%
140
571
$7K ﹤0.01%
102
572
$7K ﹤0.01%
500
-500
573
$7K ﹤0.01%
140
574
$7K ﹤0.01%
168
+93
575
$7K ﹤0.01%
126
+55
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