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
$360M
AUM Growth
+$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$10.2M
3
+$5.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.07M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$4.91M

Top Sells

1
+$13M
2
+$9.97M
3
+$7.19M
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$4.65M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.17M

Sector Composition

1 Technology 5.79%
2 Energy 3.63%
3 Financials 3.02%
4 Healthcare 2.69%
5 Real Estate 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$41K 0.01%
305
+1
227
$40K 0.01%
3,002
-1,866
228
$38K 0.01%
1,009
229
$37K 0.01%
+1,840
230
$37K 0.01%
1,195
231
$36K 0.01%
3,465
232
$35K 0.01%
2,625
233
$35K 0.01%
479
234
$35K 0.01%
1,004
+2
235
$35K 0.01%
+200
236
$34K 0.01%
1,040
-1,990
237
$34K 0.01%
970
-750
238
$32K 0.01%
416
+300
239
$32K 0.01%
402
240
$32K 0.01%
187
241
$32K 0.01%
+3,816
242
$31K 0.01%
+200
243
$31K 0.01%
+239
244
$31K 0.01%
260
245
$31K 0.01%
+2,381
246
$30K 0.01%
2,445
247
$30K 0.01%
8,000
248
$29K 0.01%
+300
249
$29K 0.01%
753
+144
250
$28K 0.01%
470
8 9
10
11 12