LF

Lee Financial Portfolio holdings

AUM $741M
1-Year Est. Return 17.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$310M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$8.41M
2
+$5.8M
3
+$4.71M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.35M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$2.84M

Top Sells

1
+$3.83M
2
+$3.05M
3
+$2.87M
4
BSM icon
Black Stone Minerals
BSM
+$2.15M
5
KMB icon
Kimberly-Clark
KMB
+$1.34M

Sector Composition

1 Energy 8.87%
2 Technology 3.41%
3 Financials 2.62%
4 Consumer Discretionary 2.34%
5 Healthcare 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$17K 0.01%
450
252
$17K 0.01%
150
253
$17K 0.01%
+500
254
$17K 0.01%
225
255
$17K 0.01%
330
256
$17K 0.01%
320
257
$17K 0.01%
200
258
$17K 0.01%
75
259
$17K 0.01%
135
260
$16K 0.01%
800
261
$16K 0.01%
215
262
$16K 0.01%
116
263
$16K 0.01%
238
264
$16K 0.01%
76
-275
265
$16K 0.01%
225
266
$16K 0.01%
145
267
$16K 0.01%
145
268
$16K 0.01%
+120
269
$16K 0.01%
85
270
$15K ﹤0.01%
200
271
$15K ﹤0.01%
+125
272
$15K ﹤0.01%
625
273
$15K ﹤0.01%
99
274
$15K ﹤0.01%
431
275
$15K ﹤0.01%
830
9 10
11
12 13