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
$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
in Stake 		Capital Flow
426
– –
-195
427
– –
-627
428
– –
-22,635
429
– –
-300
430
– –
-335
431
– –
-730
432
– –
-397
433
– –
-1,040
434
– –
-1,900
435
– –
-3
436
– –
-225
437
– –
-166
438
– –
-20
439
– –
-200
440
– –
-695
441
– –
-1,614
442
– –
-11,997
443
– –
-11,604
444
– –
-34,934
445
– –
-83
446
– –
-700
447
– –
-280
448
– –
-30
449
– –
-415
450
– –
-920
15 16 17
18
19