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
701
$2K ﹤0.01%
20
702
$2K ﹤0.01%
95
703
$2K ﹤0.01%
+6
704
$2K ﹤0.01%
29
-89
705
$2K ﹤0.01%
7
-2
706
$1K ﹤0.01%
3
707
$1K ﹤0.01%
22
-81
708
$1K ﹤0.01%
11
709
$1K ﹤0.01%
18
710
$1K ﹤0.01%
14
-30
711
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19
-14
712
$1K ﹤0.01%
20
713
$1K ﹤0.01%
+34
714
$1K ﹤0.01%
7
715
$1K ﹤0.01%
80
716
$1K ﹤0.01%
100
717
$1K ﹤0.01%
6
-14,820
718
$1K ﹤0.01%
150
719
$1K ﹤0.01%
35
720
$1K ﹤0.01%
7
721
$1K ﹤0.01%
+9
722
$1K ﹤0.01%
27
-21
723
$1K ﹤0.01%
20
-18
724
$1K ﹤0.01%
56
-59
725
$1K ﹤0.01%
4
-35
27 28
29
30 31