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
601
$6K ﹤0.01%
350
+267
602
$6K ﹤0.01%
315
603
$6K ﹤0.01%
+210
604
$6K ﹤0.01%
172
605
$6K ﹤0.01%
210
606
$6K ﹤0.01%
145
607
$6K ﹤0.01%
62
608
$5K ﹤0.01%
7
609
$5K ﹤0.01%
132
610
$5K ﹤0.01%
217
+16
611
$5K ﹤0.01%
100
-100
612
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38
613
$5K ﹤0.01%
122
614
$5K ﹤0.01%
100
-100
615
$5K ﹤0.01%
138
-3
616
$5K ﹤0.01%
63
-33
617
$5K ﹤0.01%
29
+3
618
$5K ﹤0.01%
+122
619
$5K ﹤0.01%
81
620
$5K ﹤0.01%
52
621
$5K ﹤0.01%
83
622
$5K ﹤0.01%
203
+1
623
$5K ﹤0.01%
24
+5
624
$5K ﹤0.01%
40
625
$5K ﹤0.01%
27
23 24
25
26 27