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
201
$82K 0.01%
1,239
+16
202
$81K 0.01%
472
+100
203
$81K 0.01%
1,456
204
$79K 0.01%
900
205
$79K 0.01%
+1,344
206
$77K 0.01%
1,271
+52
207
$76K 0.01%
1,300
208
$76K 0.01%
3,046
-338
209
$74K 0.01%
3,000
210
$72K 0.01%
384
+18
211
$72K 0.01%
161
+16
212
$71K 0.01%
8,600
+2,250
213
$70K 0.01%
567
+325
214
$70K 0.01%
1,353
-96
215
$70K 0.01%
382
-17
216
$70K 0.01%
2,333
+541
217
$69K 0.01%
685
218
$69K 0.01%
2,118
219
$68K 0.01%
685
220
$68K 0.01%
900
-24
221
$66K 0.01%
186
+3
222
$64K 0.01%
801
223
$63K 0.01%
+634
224
$62K 0.01%
52
+3
225
$62K 0.01%
850
+735
7 8
9
10 11