LF

Lee Financial Portfolio holdings

AUM $797M
1-Year Est. Return 16.77%
This Quarter Est. Return
1 Year Est. Return
+16.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$310M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$8.41M
2
+$5.8M
3
+$4.71M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.35M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$2.84M

Top Sells

1
+$3.83M
2
+$3.05M
3
+$2.87M
4
BSM icon
Black Stone Minerals
BSM
+$2.15M
5
KMB icon
Kimberly-Clark
KMB
+$1.34M

Sector Composition

1 Energy 8.87%
2 Technology 3.41%
3 Financials 2.62%
4 Consumer Discretionary 2.34%
5 Healthcare 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$25K 0.01%
700
227
$25K 0.01%
+1,500
228
$24K 0.01%
1,000
229
$24K 0.01%
800
230
$24K 0.01%
275
231
$24K 0.01%
5,500
232
$24K 0.01%
+540
233
$23K 0.01%
909
+237
234
$23K 0.01%
2,000
235
$23K 0.01%
1,500
236
$23K 0.01%
1,000
237
$23K 0.01%
185
238
$22K 0.01%
+1,000
239
$22K 0.01%
175
240
$21K 0.01%
426
241
$21K 0.01%
+625
242
– –
0
243
$21K 0.01%
475
244
$20K 0.01%
+636
245
$20K 0.01%
650
246
$20K 0.01%
155
247
$19K 0.01%
400
+300
248
$19K 0.01%
105
249
$19K 0.01%
545
250
$19K 0.01%
103
+85
8 9
10
11 12