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
$422M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.39M
3
+$3.38M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.64M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.73M

Top Sells

1
+$2.32M
2
+$2.17M
3
+$2.12M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.09M
5
ORI icon
Old Republic International
ORI
+$1.19M

Sector Composition

1 Financials 7.31%
2 Technology 5.58%
3 Energy 2.8%
4 Healthcare 2.43%
5 Utilities 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$54K 0.01%
829
+803
227
$54K 0.01%
2,300
-500
228
$52K 0.01%
1,682
+981
229
$52K 0.01%
3,884
-788
230
$51K 0.01%
272
+100
231
$50K 0.01%
617
232
$49K 0.01%
1,009
233
$49K 0.01%
260
-44
234
$49K 0.01%
200
235
$49K 0.01%
1,892
-751
236
$48K 0.01%
600
+300
237
$47K 0.01%
300
238
$44K 0.01%
3,000
239
$43K 0.01%
1,191
-454
240
$43K 0.01%
307
241
$43K 0.01%
465
+245
242
$43K 0.01%
970
243
$42K 0.01%
300
244
$42K 0.01%
2,445
245
$39K 0.01%
199
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246
$39K 0.01%
4,008
+2,975
247
$38K 0.01%
187
248
$38K 0.01%
650
+441
249
$37K 0.01%
+400
250
$37K 0.01%
1,812
+132
8 9
10
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