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
$310M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$8.41M
2
+$5.8M
3
+$4.71M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.35M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$2.84M

Top Sells

1
+$3.83M
2
+$3.05M
3
+$2.87M
4
BSM icon
Black Stone Minerals
BSM
+$2.15M
5
KMB icon
Kimberly-Clark
KMB
+$1.34M

Sector Composition

1 Energy 8.87%
2 Technology 3.41%
3 Financials 2.62%
4 Consumer Discretionary 2.34%
5 Healthcare 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$15K ﹤0.01%
85
277
$15K ﹤0.01%
+300
278
$14K ﹤0.01%
+750
279
$14K ﹤0.01%
120
+92
280
$14K ﹤0.01%
800
281
$14K ﹤0.01%
107
282
$14K ﹤0.01%
1,200
283
$14K ﹤0.01%
+600
284
$14K ﹤0.01%
150
285
$14K ﹤0.01%
2,400
286
$13K ﹤0.01%
+200
287
$13K ﹤0.01%
70
-25
288
$13K ﹤0.01%
+185
289
$13K ﹤0.01%
+715
290
$13K ﹤0.01%
+230
291
$13K ﹤0.01%
400
292
$13K ﹤0.01%
300
293
$13K ﹤0.01%
105
294
$13K ﹤0.01%
176
-437
295
– –
0
296
$12K ﹤0.01%
250
297
$12K ﹤0.01%
416
298
$12K ﹤0.01%
74
299
$12K ﹤0.01%
+83
300
$12K ﹤0.01%
150
10 11
12
13 14