We are live on ! Find out more
LS

Leelyn Smith Portfolio holdings

AUM $713M
1-Year Est. Return 17.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$313M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$1.89M
3
+$1.76M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.03M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.01M

Top Sells

1
+$11.2M
2
+$2.42M
3
+$2.21M
4
UPS icon
United Parcel Service
UPS
+$1.62M
5
MMM icon
3M
MMM
+$1.49M

Sector Composition

1 Technology 10%
2 Consumer Discretionary 6.78%
3 Healthcare 6.56%
4 Industrials 6.48%
5 Financials 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1K ﹤0.01%
3,451
+133
352
$1K ﹤0.01%
10
+2
353
$0 ﹤0.01%
+2
354
$0 ﹤0.01%
+1
355
$0 ﹤0.01%
+4
356
$0 ﹤0.01%
+2
357
– –
-142
358
– –
-1,030
359
– –
-1,000
360
– –
-717
361
– –
-137
362
– –
-207
363
$0 ﹤0.01%
1
364
– –
-5
365
– –
-2,063
366
$0 ﹤0.01%
+6
367
$0 ﹤0.01%
+6
368
– –
-366
369
– –
-20
370
$0 ﹤0.01%
5
371
– –
-120
372
– –
-4,488
373
$0 ﹤0.01%
+2
374
$0 ﹤0.01%
+7
375
– –
-25
12 13 14
15
16