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
651
$2K ﹤0.01%
106
652
$2K ﹤0.01%
119
+74
653
$2K ﹤0.01%
+21
654
$2K ﹤0.01%
+36
655
$2K ﹤0.01%
62
656
$2K ﹤0.01%
12
657
$2K ﹤0.01%
29
658
$2K ﹤0.01%
46
-35
659
$2K ﹤0.01%
36
-59
660
$2K ﹤0.01%
13
661
$2K ﹤0.01%
18
-32
662
$2K ﹤0.01%
+104
663
$2K ﹤0.01%
30
664
$2K ﹤0.01%
+12
665
$2K ﹤0.01%
14
-93
666
$2K ﹤0.01%
70
+55
667
$2K ﹤0.01%
+37
668
$2K ﹤0.01%
24
669
$2K ﹤0.01%
7
670
$2K ﹤0.01%
14
-93
671
$2K ﹤0.01%
+108
672
$2K ﹤0.01%
11
-46
673
$2K ﹤0.01%
+16
674
$2K ﹤0.01%
63
675
$2K ﹤0.01%
+74
25 26
27
28 29