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
601
$3K ﹤0.01%
45
602
$3K ﹤0.01%
15
603
$3K ﹤0.01%
71
+24
604
$3K ﹤0.01%
112
605
$3K ﹤0.01%
+79
606
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113
-30
607
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117
608
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29
609
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55
+31
610
$2K ﹤0.01%
14
611
$2K ﹤0.01%
11
612
$2K ﹤0.01%
17
+4
613
$2K ﹤0.01%
24
614
$2K ﹤0.01%
12
615
$2K ﹤0.01%
10
616
$2K ﹤0.01%
24
617
$2K ﹤0.01%
39
618
$2K ﹤0.01%
137
619
$2K ﹤0.01%
9
-1
620
$2K ﹤0.01%
+30
621
$2K ﹤0.01%
42
622
$2K ﹤0.01%
22
623
$2K ﹤0.01%
+12
624
$2K ﹤0.01%
30
-27
625
$2K ﹤0.01%
+40
23 24
25
26 27