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
$532M
AUM Growth
+$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
978
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$2.41M
3
+$2.1M
4
AAP icon
Advance Auto Parts
AAP
+$1.72M
5
TXN icon
Texas Instruments
TXN
+$1.56M

Top Sells

1
+$1.64M
2
+$1.18M
3
+$997K
4
CME icon
CME Group
CME
+$909K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$900K

Sector Composition

1 Financials 6.88%
2 Technology 6.5%
3 Energy 2.75%
4 Real Estate 2.46%
5 Healthcare 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$64K 0.01%
183
+30
227
$64K 0.01%
4,058
-233
228
$63K 0.01%
399
-35
229
$62K 0.01%
372
+100
230
$62K 0.01%
+542
231
$61K 0.01%
685
232
$61K 0.01%
230
+101
233
$61K 0.01%
+900
234
$60K 0.01%
366
-100
235
$59K 0.01%
2,856
236
$59K 0.01%
505
+10
237
$58K 0.01%
2,160
+79
238
$58K 0.01%
539
-31
239
$57K 0.01%
+2,126
240
$56K 0.01%
145
+136
241
$56K 0.01%
2,200
242
$56K 0.01%
300
243
$56K 0.01%
2,118
-565
244
$55K 0.01%
617
245
$55K 0.01%
264
+7
246
$55K 0.01%
340
+11
247
$54K 0.01%
+599
248
$54K 0.01%
+820
249
$54K 0.01%
388
+208
250
$53K 0.01%
308
8 9
10
11 12