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
$443M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.15M
3
+$772K
4
ET icon
Energy Transfer Partners
ET
+$647K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$486K

Top Sells

1
+$2.69M
2
+$1.15M
3
+$491K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$278K
5
IEV icon
iShares Europe ETF
IEV
+$272K

Sector Composition

1 Energy 5.35%
2 Technology 3.4%
3 Healthcare 1.94%
4 Financials 1.71%
5 Utilities 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$23K 0.01%
423
252
$23K 0.01%
73
-18
253
$23K 0.01%
260
254
$22K 0.01%
486
255
$22K 0.01%
232
256
$22K 0.01%
1,044
257
$22K 0.01%
239
258
$22K 0.01%
104
-11
259
$21K ﹤0.01%
400
260
$21K ﹤0.01%
123
261
$20K ﹤0.01%
305
262
$20K ﹤0.01%
700
263
$19K ﹤0.01%
320
264
$19K ﹤0.01%
120
265
$19K ﹤0.01%
900
266
$19K ﹤0.01%
310
267
$19K ﹤0.01%
150
268
$19K ﹤0.01%
562
269
$18K ﹤0.01%
215
270
$18K ﹤0.01%
505
271
$18K ﹤0.01%
360
272
$18K ﹤0.01%
+90
273
$18K ﹤0.01%
713
274
$18K ﹤0.01%
105
275
$18K ﹤0.01%
157
9 10
11
12 13