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
$208K
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$25.2K
2
+$15.4K
3
+$13.1K
4
SMMV icon
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
+$10.6K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$9.76K

Top Sells

No sells this quarter

Sector Composition

1 Industrials 16.99%
2 Technology 7.34%
3 Financials 6.94%
4 Consumer Staples 6.91%
5 Healthcare 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.73K 0.83%
+19,546
27
$1.66K 0.8%
+5,513
28
$1.66K 0.8%
+11,356
29
$1.63K 0.79%
+10,622
30
$1.62K 0.78%
+29,336
31
$1.61K 0.77%
+54,590
32
$1.55K 0.75%
+15,273
33
$1.53K 0.74%
+18,200
34
$1.53K 0.73%
+10,551
35
$1.5K 0.72%
+11,118
36
$1.49K 0.72%
+28,104
37
$1.48K 0.71%
+39,855
38
$1.47K 0.71%
+23,013
39
$1.45K 0.7%
+6,795
40
$1.43K 0.69%
+4,858
41
$1.34K 0.64%
+33,816
42
$1.33K 0.64%
+10,576
43
$1.32K 0.64%
+11,012
44
$1.26K 0.61%
+12,508
45
$1.25K 0.6%
+34,852
46
$1.24K 0.6%
+25,201
47
$1.24K 0.59%
+14,041
48
$1.23K 0.59%
+24,544
49
$1.22K 0.58%
+11,991
50
$1.21K 0.58%
+10,204
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