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
$373M
AUM Growth
-$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$6.25M
3
+$6M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.3M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.4M

Top Sells

1
+$11.6M
2
+$3.69M
3
+$2.69M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.65M
5
KRP icon
Kimbell Royalty Partners
KRP
+$2.27M

Sector Composition

1 Energy 4.29%
2 Technology 2.9%
3 Healthcare 2.07%
4 Financials 1.7%
5 Consumer Discretionary 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20K 0.01%
225
227
$20K 0.01%
1,334
228
$19K 0.01%
365
229
$18K ﹤0.01%
215
230
$18K ﹤0.01%
170
231
$18K ﹤0.01%
310
232
$18K ﹤0.01%
115
233
$17K ﹤0.01%
105
234
$17K ﹤0.01%
490
235
$17K ﹤0.01%
538
-32,563
236
$17K ﹤0.01%
360
-27,430
237
$17K ﹤0.01%
545
238
$17K ﹤0.01%
202
-118
239
$17K ﹤0.01%
370
+10
240
$16K ﹤0.01%
320
-60
241
$15K ﹤0.01%
120
242
$15K ﹤0.01%
111
243
$15K ﹤0.01%
219
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$15K ﹤0.01%
150
245
$15K ﹤0.01%
562
-6,652
246
$14K ﹤0.01%
305
247
$14K ﹤0.01%
150
248
$14K ﹤0.01%
140
249
$14K ﹤0.01%
60
250
$14K ﹤0.01%
105
8 9
10
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