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 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
201
$38 0.02%
+300
202
$38 0.02%
+291
203
$35 0.02%
+270
204
$35 0.02%
+175
205
$33 0.02%
+719
206
$30 0.01%
+174
207
$30 0.01%
+1,426
208
$30 0.01%
+146
209
$29 0.01%
+190
210
$29 0.01%
+500
211
$28 0.01%
+504
212
$28 0.01%
+542
213
$26 0.01%
+325
214
$26 0.01%
+398
215
$25 0.01%
+1,500
216
$25 0.01%
+805
217
$25 0.01%
+949
218
$23 0.01%
+390
219
$22 0.01%
+162
220
$21 0.01%
+253
221
$21 0.01%
+143
222
$21 0.01%
+740
223
$21 0.01%
+612
224
$21 0.01%
+145
225
$21 0.01%
+306