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
176
$120K 0.02%
1,425
177
$119K 0.02%
6,635
178
$118K 0.02%
3,150
-5
179
$115K 0.02%
1,700
-30
180
$115K 0.02%
5,949
-594
181
$112K 0.02%
2,406
+960
182
$109K 0.02%
450
-2
183
$109K 0.02%
652
-30
184
$106K 0.02%
444
-106
185
$103K 0.02%
1,815
+990
186
$98K 0.02%
711
187
$98K 0.02%
750
-5
188
$97K 0.02%
233
+33
189
$96K 0.02%
+2,749
190
$93K 0.02%
630
-55
191
$91K 0.02%
450
192
$91K 0.02%
1,661
193
$90K 0.02%
2,448
+16
194
$89K 0.02%
2,155
-5
195
$88K 0.02%
809
-6
196
$87K 0.02%
307
197
$85K 0.02%
+2,000
198
$84K 0.02%
3,700
199
$83K 0.01%
1,107
+208
200
$83K 0.01%
3,380
-275
6 7
8
9 10