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
626
$2K ﹤0.01%
+12
627
$2K ﹤0.01%
30
-27
628
$2K ﹤0.01%
+40
629
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20
-24
630
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42
631
$2K ﹤0.01%
+28
632
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11
-5
633
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9
634
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22
635
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16
636
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18
637
$2K ﹤0.01%
+27
638
$2K ﹤0.01%
95
639
$2K ﹤0.01%
+6
640
$2K ﹤0.01%
29
-89
641
$2K ﹤0.01%
30
642
$2K ﹤0.01%
+26
643
$2K ﹤0.01%
+48
644
$2K ﹤0.01%
4
-17
645
$2K ﹤0.01%
4
646
$2K ﹤0.01%
14
-64
647
$2K ﹤0.01%
40
-7
648
$2K ﹤0.01%
106
649
$2K ﹤0.01%
119
+74
650
$2K ﹤0.01%
+21
24 25
26
27 28