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
$427M
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$4.08M
3
+$1.54M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.33M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.31M

Top Sells

1
+$4.17M
2
+$3.06M
3
+$2.35M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.03M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.02M

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%
+375
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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