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
$407M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$932K
3
+$837K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$807K
5
IEUS icon
iShares MSCI Europe Small-Cap ETF
IEUS
+$763K

Top Sells

1
+$4.42M
2
+$2.58M
3
+$1.34M
4
EPD icon
Enterprise Products Partners
EPD
+$1.31M
5
INTC icon
Intel
INTC
+$1.22M

Sector Composition

1 Energy 6.2%
2 Technology 3.05%
3 Healthcare 1.98%
4 Financials 1.76%
5 Consumer Discretionary 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$29K 0.01%
225
227
$28K 0.01%
649
-817
228
$27K 0.01%
308
-1,980
229
$27K 0.01%
232
-860
230
$27K 0.01%
700
231
$26K 0.01%
670
232
$26K 0.01%
365
-1,060
233
$26K 0.01%
375
234
$26K 0.01%
+4,256
235
$25K 0.01%
426
236
$24K 0.01%
185
237
$24K 0.01%
+1,551
238
$23K 0.01%
320
239
$23K 0.01%
636
240
$23K 0.01%
695
241
$22K 0.01%
170
-964
242
$21K 0.01%
215
-3,407
243
$21K 0.01%
483
-9,066
244
$21K 0.01%
162
-568
245
$21K 0.01%
1,150
246
$21K 0.01%
225
247
$20K ﹤0.01%
380
248
$20K ﹤0.01%
600
249
$20K ﹤0.01%
310
250
$20K ﹤0.01%
115
8 9
10
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