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
$532M
AUM Growth
+$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
978
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$2.41M
3
+$2.1M
4
AAP icon
Advance Auto Parts
AAP
+$1.72M
5
TXN icon
Texas Instruments
TXN
+$1.56M

Top Sells

1
+$1.64M
2
+$1.18M
3
+$997K
4
CME icon
CME Group
CME
+$909K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$900K

Sector Composition

1 Financials 6.88%
2 Technology 6.5%
3 Energy 2.75%
4 Real Estate 2.46%
5 Healthcare 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$52K 0.01%
970
252
$52K 0.01%
1,300
253
$52K 0.01%
+963
254
$51K 0.01%
1,458
255
$51K 0.01%
219
-31
256
$51K 0.01%
271
+46
257
$51K 0.01%
3,733
+333
258
$49K 0.01%
1,792
259
$49K 0.01%
488
+23
260
$49K 0.01%
468
-35
261
$48K 0.01%
1,142
262
$47K 0.01%
146
+19
263
$47K 0.01%
2,445
264
$46K 0.01%
1,018
265
$46K 0.01%
208
266
$46K 0.01%
426
267
$45K 0.01%
300
268
$44K 0.01%
1,233
269
$44K 0.01%
299
+1
270
$44K 0.01%
943
+626
271
$43K 0.01%
542
+500
272
$42K 0.01%
1,174
273
$42K 0.01%
480
-993
274
$41K 0.01%
1,928
275
$41K 0.01%
396
9 10
11
12 13