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
$336M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.99M
3
+$1.96M
4
BABA icon
Alibaba
BABA
+$1.75M
5
ARKK icon
ARK Innovation ETF
ARKK
+$1.48M

Top Sells

1
+$2.16M
2
+$1.75M
3
+$1.22M
4
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$836K
5
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$823K

Sector Composition

1 Technology 10.61%
2 Healthcare 7.68%
3 Consumer Discretionary 7.22%
4 Financials 5.18%
5 Consumer Staples 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
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389
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4
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