LF

Lee Financial Portfolio holdings

AUM $741M
1-Year Est. Return 17.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.68%
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%
+120
702
$2K ﹤0.01%
325
703
$2K ﹤0.01%
+62
704
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+22
705
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4
706
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14
-30
707
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106
-232
708
$1K ﹤0.01%
4
-35
709
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44
710
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4
-9
711
$1K ﹤0.01%
150
712
$1K ﹤0.01%
35
713
$1K ﹤0.01%
7
714
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+9
715
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27
-21
716
$1K ﹤0.01%
100
717
$1K ﹤0.01%
13
-10
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48
719
$1K ﹤0.01%
+43
720
$1K ﹤0.01%
5
-616
721
$1K ﹤0.01%
7
722
$1K ﹤0.01%
3
723
$1K ﹤0.01%
22
-81
724
$1K ﹤0.01%
11
725
$1K ﹤0.01%
18
27 28
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30 31