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
701
$3K ﹤0.01%
42
702
$3K ﹤0.01%
64
-1,954
703
$3K ﹤0.01%
+79
704
$3K ﹤0.01%
200
-80
705
$3K ﹤0.01%
165
+85
706
$3K ﹤0.01%
109
707
$3K ﹤0.01%
70
+5
708
$3K ﹤0.01%
61
709
$3K ﹤0.01%
+36
710
$3K ﹤0.01%
118
+1
711
$3K ﹤0.01%
138
712
$3K ﹤0.01%
112
-2,700
713
$3K ﹤0.01%
11
714
$3K ﹤0.01%
44
715
$3K ﹤0.01%
90
-54
716
$3K ﹤0.01%
+61
717
$2K ﹤0.01%
+327
718
$2K ﹤0.01%
+213
719
$2K ﹤0.01%
+455
720
$2K ﹤0.01%
+200
721
$2K ﹤0.01%
+63
722
$2K ﹤0.01%
+319
723
$2K ﹤0.01%
100
+50
724
$2K ﹤0.01%
+50
725
$2K ﹤0.01%
+130
27 28
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