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
626
$2K ﹤0.01%
20
-24
627
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42
628
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+28
629
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11
-5
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9
631
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22
632
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16
633
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18
634
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+27
635
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30
636
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+26
637
$2K ﹤0.01%
+48
638
$2K ﹤0.01%
4
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639
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4
640
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14
-64
641
$2K ﹤0.01%
40
-7
642
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106
643
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119
+74
644
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+21
645
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4
-21
646
$2K ﹤0.01%
66
+60
647
$2K ﹤0.01%
+36
648
$2K ﹤0.01%
62
649
$2K ﹤0.01%
29
650
$2K ﹤0.01%
46
-35
24 25
26
27 28