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
676
$2K ﹤0.01%
24
677
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7
678
$2K ﹤0.01%
14
-93
679
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63
680
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6
681
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+63
682
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+17
683
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+35
684
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7
-2
685
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16
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686
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94
687
$2K ﹤0.01%
29
688
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+15
689
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106
690
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25
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691
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5
692
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6
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695
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+10
696
$2K ﹤0.01%
+99
697
$2K ﹤0.01%
+56
698
$2K ﹤0.01%
+66
699
$2K ﹤0.01%
+43
700
$2K ﹤0.01%
50
26 27
28
29 30