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
51
$1.49M 0.27%
26,691
-2,270
52
$1.48M 0.27%
7,170
+9
53
$1.48M 0.27%
28,350
-1,715
54
$1.44M 0.26%
16,428
+2,578
55
$1.4M 0.25%
76,166
-3,538
56
$1.31M 0.23%
51,300
57
$1.28M 0.23%
16,060
-10
58
$1.26M 0.23%
8,115
-20
59
$1.25M 0.22%
3,008
+2,410
60
$1.19M 0.21%
46,204
+3,823
61
$1.17M 0.21%
46,422
-2,460
62
$1.15M 0.21%
7,040
-460
63
$1.14M 0.2%
271,369
64
$1.14M 0.2%
3,134
+340
65
$1.06M 0.19%
35,942
+20
66
$1.06M 0.19%
41,821
+14,600
67
$1.03M 0.19%
43,537
+17,390
68
$1.02M 0.18%
21,090
-27
69
$884K 0.16%
21,650
70
$883K 0.16%
2,469
+6
71
$823K 0.15%
11,656
72
$772K 0.14%
22,195
+15
73
$761K 0.14%
28,900
74
$747K 0.13%
77,340
+5,195
75
$743K 0.13%
5,320
+560
1 2
3
4 5