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
651
$2K ﹤0.01%
36
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652
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653
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18
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+104
655
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30
656
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658
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+37
660
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24
661
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7
662
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14
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663
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+108
664
$2K ﹤0.01%
11
-46
665
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+74
666
$2K ﹤0.01%
+63
667
$2K ﹤0.01%
+17
668
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+35
669
$2K ﹤0.01%
+78
670
$2K ﹤0.01%
+37
671
$2K ﹤0.01%
44
-992
672
$2K ﹤0.01%
+39
673
$2K ﹤0.01%
+10
674
$2K ﹤0.01%
+99
675
$2K ﹤0.01%
50
25 26
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