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
701
$2K ﹤0.01%
13
702
$2K ﹤0.01%
18
-32
703
$2K ﹤0.01%
+104
704
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30
705
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22
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706
$1K ﹤0.01%
3
707
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22
-81
708
$1K ﹤0.01%
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709
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710
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-30
711
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-14
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20
714
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+34
715
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7
716
$1K ﹤0.01%
80
717
$1K ﹤0.01%
100
718
$1K ﹤0.01%
6
-14,820
719
$1K ﹤0.01%
18
-105
720
$1K ﹤0.01%
106
-232
721
$1K ﹤0.01%
13
-10
722
$1K ﹤0.01%
48
723
$1K ﹤0.01%
+43
724
$1K ﹤0.01%
4
-35
725
$1K ﹤0.01%
44
27 28
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30 31