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
$251M
AUM Growth
+$72.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$7.51M
3
+$5.81M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$5.29M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.83M

Top Sells

1
+$3.46M
2
+$2.6M
3
+$1.35M
4
VZ icon
Verizon
VZ
+$1.08M
5
BGS icon
B&G Foods
BGS
+$861K

Sector Composition

1 Energy 7.78%
2 Technology 3.95%
3 Consumer Discretionary 3.04%
4 Financials 2.82%
5 Industrials 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$12K ﹤0.01%
120
-5
252
$12K ﹤0.01%
90
253
$12K ﹤0.01%
145
-30
254
$12K ﹤0.01%
100
255
$12K ﹤0.01%
329
256
$12K ﹤0.01%
200
257
$12K ﹤0.01%
195
258
$12K ﹤0.01%
150
259
$11K ﹤0.01%
95
-5
260
$11K ﹤0.01%
305
+75
261
$11K ﹤0.01%
110
262
$11K ﹤0.01%
10,000
263
$11K ﹤0.01%
125
264
$11K ﹤0.01%
140
265
$11K ﹤0.01%
260
266
$11K ﹤0.01%
540
+130
267
$10K ﹤0.01%
+118
268
$10K ﹤0.01%
130
269
$10K ﹤0.01%
276
-434
270
$10K ﹤0.01%
180
-100
271
$10K ﹤0.01%
300
272
$10K ﹤0.01%
1,040
273
$10K ﹤0.01%
470
274
$10K ﹤0.01%
330
275
$10K ﹤0.01%
380
9 10
11
12 13