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
576
$3K ﹤0.01%
+28
577
$3K ﹤0.01%
98
+22
578
$3K ﹤0.01%
91
579
$3K ﹤0.01%
35
-1
580
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+19
581
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90
582
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9
+8
583
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12
-39
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124
+62
585
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23
586
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15
587
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83
588
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100
589
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+22
590
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116
-10
591
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114
-1,060
592
$3K ﹤0.01%
25
593
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+8
594
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21
-89
595
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66
+35
596
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31
-26
597
$3K ﹤0.01%
467
598
$3K ﹤0.01%
20
599
$3K ﹤0.01%
45
600
$3K ﹤0.01%
15
22 23
24
25 26