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
$427M
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$4.08M
3
+$1.54M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.33M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.31M

Top Sells

1
+$4.17M
2
+$3.06M
3
+$2.35M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.03M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.02M

Sector Composition

1 Energy 4.67%
2 Technology 3.35%
3 Healthcare 2.07%
4 Financials 1.61%
5 Consumer Discretionary 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$22K 0.01%
+239
252
$22K 0.01%
+123
253
$21K ﹤0.01%
+423
254
$21K ﹤0.01%
260
+130
255
$21K ﹤0.01%
400
+30
256
$19K ﹤0.01%
215
257
$19K ﹤0.01%
176
+6
258
$19K ﹤0.01%
360
259
$19K ﹤0.01%
+55
260
$18K ﹤0.01%
305
261
$18K ﹤0.01%
505
-33
262
$18K ﹤0.01%
320
263
$18K ﹤0.01%
120
264
$18K ﹤0.01%
545
265
$18K ﹤0.01%
5,500
266
$18K ﹤0.01%
310
267
$17K ﹤0.01%
264
268
$17K ﹤0.01%
140
269
$17K ﹤0.01%
111
270
$17K ﹤0.01%
270
+35
271
$17K ﹤0.01%
150
272
$17K ﹤0.01%
562
273
$16K ﹤0.01%
105
274
$16K ﹤0.01%
800
275
$16K ﹤0.01%
364
+47
9 10
11
12 13