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
276
$26K 0.01%
115
277
$25K 0.01%
160
278
$25K 0.01%
1,000
279
$25K 0.01%
889
280
$25K 0.01%
225
281
$24K 0.01%
255
-37
282
$24K 0.01%
52
-17
283
$24K 0.01%
260
-35
284
$24K 0.01%
1,895
285
$23K 0.01%
348
286
$23K 0.01%
400
287
$23K 0.01%
520
+85
288
$23K 0.01%
933
+600
289
$23K 0.01%
+200
290
$23K 0.01%
660
291
$23K 0.01%
245
+45
292
$22K 0.01%
225
293
$22K 0.01%
38
+7
294
$22K 0.01%
200
295
$22K 0.01%
264
296
$22K 0.01%
450
297
$22K 0.01%
99
298
$22K 0.01%
995
-53,871
299
$22K 0.01%
250
300
$22K 0.01%
210
10 11
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