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
601
$3K ﹤0.01%
71
+24
602
$3K ﹤0.01%
44
-2,180
603
$3K ﹤0.01%
112
604
$3K ﹤0.01%
+79
605
$3K ﹤0.01%
113
-30
606
$3K ﹤0.01%
293
607
$3K ﹤0.01%
72
-211
608
$3K ﹤0.01%
5
-15
609
$3K ﹤0.01%
14
-37
610
$2K ﹤0.01%
+12
611
$2K ﹤0.01%
14
612
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11
613
$2K ﹤0.01%
17
+4
614
$2K ﹤0.01%
24
615
$2K ﹤0.01%
12
616
$2K ﹤0.01%
10
617
$2K ﹤0.01%
24
618
$2K ﹤0.01%
39
619
$2K ﹤0.01%
137
620
$2K ﹤0.01%
9
-1
621
$2K ﹤0.01%
+30
622
$2K ﹤0.01%
42
623
$2K ﹤0.01%
22
624
$2K ﹤0.01%
12
+7
625
$2K ﹤0.01%
+22
23 24
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