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
676
$2K ﹤0.01%
+120
677
$2K ﹤0.01%
325
678
$2K ﹤0.01%
+62
679
$2K ﹤0.01%
+22
680
$2K ﹤0.01%
4
681
$2K ﹤0.01%
12
+7
682
$2K ﹤0.01%
+22
683
$2K ﹤0.01%
12
684
$2K ﹤0.01%
13
685
$2K ﹤0.01%
70
+55
686
$2K ﹤0.01%
+16
687
$2K ﹤0.01%
63
688
$2K ﹤0.01%
6
689
$2K ﹤0.01%
34
690
$2K ﹤0.01%
+56
691
$2K ﹤0.01%
+66
692
$2K ﹤0.01%
+43
693
$2K ﹤0.01%
16
-12
694
$2K ﹤0.01%
94
695
$2K ﹤0.01%
29
696
$2K ﹤0.01%
+15
697
$2K ﹤0.01%
106
698
$2K ﹤0.01%
25
-5
699
$2K ﹤0.01%
40
700
$2K ﹤0.01%
6
-89
26 27
28
29 30