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
$422M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.39M
3
+$3.38M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.64M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.73M

Top Sells

1
+$2.32M
2
+$2.17M
3
+$2.12M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.09M
5
ORI icon
Old Republic International
ORI
+$1.19M

Sector Composition

1 Financials 7.31%
2 Technology 5.58%
3 Energy 2.8%
4 Healthcare 2.43%
5 Utilities 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$36K 0.01%
2,000
252
$36K 0.01%
192
253
$35K 0.01%
908
+600
254
$35K 0.01%
561
255
$35K 0.01%
450
256
$35K 0.01%
1,500
257
$35K 0.01%
430
+150
258
$33K 0.01%
1,142
259
$33K 0.01%
1,060
260
$33K 0.01%
69
261
$32K 0.01%
+500
262
$31K 0.01%
600
263
$31K 0.01%
3,000
264
$31K 0.01%
400
265
$30K 0.01%
1,044
266
$30K 0.01%
315
267
$30K 0.01%
961
-447
268
$29K 0.01%
470
269
$28K 0.01%
486
270
$28K 0.01%
117
+42
271
$28K 0.01%
212
272
$27K 0.01%
365
273
$27K 0.01%
70
-10
274
$26K 0.01%
962
+229
275
$26K 0.01%
333
+233
9 10
11
12 13