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
651
$2K ﹤0.01%
4
-21
652
$2K ﹤0.01%
66
+60
653
$2K ﹤0.01%
+36
654
$2K ﹤0.01%
62
655
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12
656
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29
657
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46
-35
658
$2K ﹤0.01%
14
-93
659
$2K ﹤0.01%
13
660
$2K ﹤0.01%
70
+55
661
$2K ﹤0.01%
+37
662
$2K ﹤0.01%
24
663
$2K ﹤0.01%
7
664
$2K ﹤0.01%
14
-93
665
$2K ﹤0.01%
+108
666
$2K ﹤0.01%
11
-46
667
$2K ﹤0.01%
+16
668
$2K ﹤0.01%
63
669
$2K ﹤0.01%
+74
670
$2K ﹤0.01%
6
671
$2K ﹤0.01%
+63
672
$2K ﹤0.01%
+17
673
$2K ﹤0.01%
+35
674
$2K ﹤0.01%
7
-2
675
$2K ﹤0.01%
16
-12
25 26
27
28 29