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
$427M
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$4.08M
3
+$1.54M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.33M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.31M

Top Sells

1
+$4.17M
2
+$3.06M
3
+$2.35M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.03M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.02M

Sector Composition

1 Energy 4.67%
2 Technology 3.35%
3 Healthcare 2.07%
4 Financials 1.61%
5 Consumer Discretionary 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$16K ﹤0.01%
+302
277
$16K ﹤0.01%
+725
278
$16K ﹤0.01%
230
279
$16K ﹤0.01%
157
+38
280
$16K ﹤0.01%
157
281
$15K ﹤0.01%
+163
282
$15K ﹤0.01%
200
283
$15K ﹤0.01%
113
284
$15K ﹤0.01%
115
285
$15K ﹤0.01%
+286
286
$15K ﹤0.01%
320
287
$15K ﹤0.01%
475
288
$14K ﹤0.01%
148
289
$14K ﹤0.01%
285
290
$14K ﹤0.01%
+684
291
$14K ﹤0.01%
60
292
$14K ﹤0.01%
99
293
$14K ﹤0.01%
207
+15
294
$14K ﹤0.01%
+300
295
$14K ﹤0.01%
115
296
$14K ﹤0.01%
+1,253
297
$14K ﹤0.01%
+89
298
$14K ﹤0.01%
79
299
$13K ﹤0.01%
150
300
$13K ﹤0.01%
400
10 11
12
13 14