LF

Lee Financial Portfolio holdings

AUM $741M
1-Year Est. Return 17.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$427M
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$3.92M
3
+$1.49M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.29M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.26M

Top Sells

1
+$4.07M
2
+$3M
3
+$1.99M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$992K
5
DVY icon
iShares Select Dividend ETF
DVY
+$658K

Sector Composition

1 Energy 4.67%
2 Technology 3.35%
3 Healthcare 2.07%
4 Financials 1.61%
5 Consumer Discretionary 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$28K 0.01%
325
+19
227
$28K 0.01%
550
+325
228
$27K 0.01%
670
229
$27K 0.01%
470
230
$26K 0.01%
+713
231
$26K 0.01%
375
232
$26K 0.01%
323
+104
233
$26K 0.01%
+450
234
$26K 0.01%
+295
235
$25K 0.01%
188
+13
236
$25K 0.01%
+38
237
$25K 0.01%
185
238
$24K 0.01%
+56
239
$24K 0.01%
609
+119
240
$24K 0.01%
636
241
$24K 0.01%
115
242
$24K 0.01%
225
243
$23K 0.01%
225
244
$23K 0.01%
700
245
$23K 0.01%
1,044
246
$22K 0.01%
+1,000
247
$22K 0.01%
+486
248
$22K 0.01%
+900
249
$22K 0.01%
91
-14
250
$22K 0.01%
232
+30
8 9
10
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