LS

Leelyn Smith Portfolio holdings

AUM $664M
1-Year Est. Return 13.22%
This Quarter Est. Return
1 Year Est. Return
+13.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$391M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$3.1M
3
+$2.76M
4
AMGN icon
Amgen
AMGN
+$2.63M
5
CSCO icon
Cisco
CSCO
+$2.29M

Top Sells

1
+$2.91M
2
+$2.6M
3
+$2.43M
4
WBA
Walgreens Boots Alliance
WBA
+$2.18M
5
VZ icon
Verizon
VZ
+$1.78M

Sector Composition

1 Technology 12.84%
2 Healthcare 7.18%
3 Consumer Staples 6.19%
4 Financials 5.61%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
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