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
$360M
AUM Growth
+$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$10.2M
3
+$5.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.07M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$4.91M

Top Sells

1
+$13M
2
+$9.97M
3
+$7.19M
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$4.65M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.17M

Sector Composition

1 Technology 5.79%
2 Energy 3.63%
3 Financials 3.02%
4 Healthcare 2.69%
5 Real Estate 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$28K 0.01%
521
+400
252
$28K 0.01%
4,688
253
$27K 0.01%
332
+10
254
$27K 0.01%
707
255
$26K 0.01%
231
256
$26K 0.01%
787
-51
257
$25K 0.01%
+561
258
$25K 0.01%
+750
259
$25K 0.01%
225
260
$24K 0.01%
109
261
$24K 0.01%
1,000
262
$24K 0.01%
188
263
$23K 0.01%
1,500
-417
264
$22K 0.01%
+600
265
$22K 0.01%
909
-2,301
266
$22K 0.01%
174
+160
267
$22K 0.01%
3,000
268
$22K 0.01%
450
269
$22K 0.01%
1,044
270
$22K 0.01%
1,895
+738
271
$22K 0.01%
1,000
272
$21K 0.01%
500
-54
273
$21K 0.01%
545
274
$20K 0.01%
225
+62
275
$20K 0.01%
877
-525
9 10
11
12 13