LS

Leelyn Smith Portfolio holdings

AUM $692M
1-Year Est. Return 15.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.07%
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
+$4.09M
2
+$2.96M
3
+$2.76M
4
AMGN icon
Amgen
AMGN
+$2.67M
5
CSCO icon
Cisco
CSCO
+$2.14M

Top Sells

1
+$2.89M
2
+$2.57M
3
+$2.33M
4
WBA
Walgreens Boots Alliance
WBA
+$2.18M
5
VZ icon
Verizon
VZ
+$1.8M

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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