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
$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
676
$3K ﹤0.01%
10
+9
677
$3K ﹤0.01%
+10
678
$3K ﹤0.01%
+71
679
$3K ﹤0.01%
+65
680
$3K ﹤0.01%
23
681
$3K ﹤0.01%
+6
682
$3K ﹤0.01%
+95
683
$3K ﹤0.01%
49
684
$3K ﹤0.01%
160
-40
685
$3K ﹤0.01%
30
686
– –
0
687
$3K ﹤0.01%
77
+10
688
$3K ﹤0.01%
57
689
$3K ﹤0.01%
76
690
$3K ﹤0.01%
135
691
$3K ﹤0.01%
36
692
$3K ﹤0.01%
39
693
$3K ﹤0.01%
46
+8
694
$3K ﹤0.01%
32
695
$3K ﹤0.01%
23
-3
696
$3K ﹤0.01%
+25
697
$3K ﹤0.01%
52
-10
698
$3K ﹤0.01%
+27
699
$3K ﹤0.01%
54
700
$3K ﹤0.01%
380
+180
26 27
28
29 30