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
$424M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
874
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$4.85M
3
+$2.99M
4
IEUS icon
iShares MSCI Europe Small-Cap ETF
IEUS
+$2.58M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.21M

Top Sells

1
+$2.33M
2
+$1.17M
3
+$946K
4
CBRL icon
Cracker Barrel
CBRL
+$903K
5
MON
Monsanto Co
MON
+$718K

Sector Composition

1 Energy 8.52%
2 Technology 3.39%
3 Healthcare 2.07%
4 Financials 1.95%
5 Consumer Discretionary 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$4K ﹤0.01%
+91
652
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120
-30
653
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249
654
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655
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38
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300
657
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+100
658
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150
659
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+137
660
$4K ﹤0.01%
100
661
$4K ﹤0.01%
82
662
$4K ﹤0.01%
40
-35
663
$4K ﹤0.01%
+92
664
$4K ﹤0.01%
+23
665
$4K ﹤0.01%
200
-200
666
$4K ﹤0.01%
87
667
$4K ﹤0.01%
21
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668
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32
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669
$4K ﹤0.01%
+191
670
$4K ﹤0.01%
85
671
$4K ﹤0.01%
330
672
$4K ﹤0.01%
27
-4
673
$4K ﹤0.01%
15
-15
674
$4K ﹤0.01%
+130
675
$3K ﹤0.01%
+92
25 26
27
28 29