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
576
$3K ﹤0.01%
14
-37
577
$3K ﹤0.01%
12
-39
578
$3K ﹤0.01%
124
+62
579
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23
580
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581
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582
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583
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+22
584
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116
-10
585
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114
-1,060
586
$3K ﹤0.01%
+8
587
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21
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588
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75
+48
589
$3K ﹤0.01%
646
590
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66
+35
591
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44
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592
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594
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98
+22
595
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25
596
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12
+8
597
$3K ﹤0.01%
100
-10
598
$3K ﹤0.01%
31
-26
599
$3K ﹤0.01%
467
600
$3K ﹤0.01%
20
22 23
24
25 26