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
126
– –
-800
127
– –
-15
128
– –
-738
129
– –
-39
130
– –
-117
131
– –
-45
132
– –
-3,028
133
– –
-40
134
– –
-1,170
135
– –
-1,290
136
– –
-17
137
– –
-490
138
– –
-4,153
139
– –
-32
140
– –
-787
141
– –
-1,758
142
– –
-7
143
– –
-2
144
– –
-58,473
145
– –
-3,012
146
– –
-157
147
– –
-720
148
– –
-2,173
149
– –
-1,000
150
– –
-20
4 5
6
7 8