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
$407M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$932K
3
+$837K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$807K
5
IEUS icon
iShares MSCI Europe Small-Cap ETF
IEUS
+$763K

Top Sells

1
+$4.42M
2
+$2.58M
3
+$1.34M
4
EPD icon
Enterprise Products Partners
EPD
+$1.31M
5
INTC icon
Intel
INTC
+$1.22M

Sector Composition

1 Energy 6.2%
2 Technology 3.05%
3 Healthcare 1.98%
4 Financials 1.76%
5 Consumer Discretionary 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$15K ﹤0.01%
305
277
$15K ﹤0.01%
264
278
$15K ﹤0.01%
800
279
$15K ﹤0.01%
267
-3,129
280
$15K ﹤0.01%
830
281
$15K ﹤0.01%
140
282
$15K ﹤0.01%
270
+120
283
$14K ﹤0.01%
200
-204
284
$14K ﹤0.01%
625
285
$14K ﹤0.01%
99
286
$14K ﹤0.01%
295
287
$14K ﹤0.01%
230
-185
288
$14K ﹤0.01%
57
289
$14K ﹤0.01%
157
290
$13K ﹤0.01%
148
-135
291
$13K ﹤0.01%
400
292
$13K ﹤0.01%
543
293
$13K ﹤0.01%
66
294
$13K ﹤0.01%
235
295
$13K ﹤0.01%
280
296
$13K ﹤0.01%
320
297
$13K ﹤0.01%
145
-2,000
298
$13K ﹤0.01%
100
299
$12K ﹤0.01%
165
300
$12K ﹤0.01%
150
+20
10 11
12
13 14