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
$559M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,011
New
Increased
Reduced
Closed

Top Buys

1
+$40.7M
2
+$13.3M
3
+$9.64M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.24M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$3.82M

Top Sells

1
+$40M
2
+$2.06M
3
+$1.5M
4
CONE
CyrusOne Inc Common Stock
CONE
+$1.29M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.24M

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
551
$3K ﹤0.01%
123
552
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10
553
$3K ﹤0.01%
27
-11
554
$3K ﹤0.01%
140
555
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58
556
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74
+64
557
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38
558
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69
+5
559
$3K ﹤0.01%
178
560
$3K ﹤0.01%
+86
561
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33
562
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42
563
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27
564
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6
-4
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7
-23
566
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37
-31
567
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38
568
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91
569
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35
-1
570
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+19
571
$3K ﹤0.01%
90
572
$3K ﹤0.01%
9
+8
573
$3K ﹤0.01%
293
574
$3K ﹤0.01%
72
-211
575
$3K ﹤0.01%
5
-15
21 22
23
24 25