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%
94
677
$2K ﹤0.01%
29
678
$2K ﹤0.01%
+15
679
$2K ﹤0.01%
106
680
$2K ﹤0.01%
25
-5
681
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5
682
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6
-89
683
$2K ﹤0.01%
20
684
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+78
685
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+37
686
$2K ﹤0.01%
44
-992
687
$2K ﹤0.01%
+39
688
$2K ﹤0.01%
34
689
$2K ﹤0.01%
+10
690
$2K ﹤0.01%
+99
691
$2K ﹤0.01%
+56
692
$2K ﹤0.01%
+66
693
$2K ﹤0.01%
+43
694
$2K ﹤0.01%
50
695
$2K ﹤0.01%
+120
696
$2K ﹤0.01%
325
697
$2K ﹤0.01%
+62
698
$2K ﹤0.01%
+22
699
$2K ﹤0.01%
4
700
$2K ﹤0.01%
36
-59
26 27
28
29 30