LF

Lee Financial Portfolio holdings

AUM $741M
1-Year Est. Return 17.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.68%
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
601
$3K ﹤0.01%
72
-211
602
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124
+62
603
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23
604
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15
605
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+22
606
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-10
607
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114
-1,060
608
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+8
609
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21
-89
610
$2K ﹤0.01%
+30
611
$2K ﹤0.01%
42
612
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613
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-24
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42
615
$2K ﹤0.01%
+28
616
$2K ﹤0.01%
11
-5
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$2K ﹤0.01%
9
618
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619
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16
620
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18
621
$2K ﹤0.01%
+27
622
$2K ﹤0.01%
95
623
$2K ﹤0.01%
+6
624
$2K ﹤0.01%
13
625
$2K ﹤0.01%
+48
23 24
25
26 27