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
276
$41K 0.01%
674
-109
277
$40K 0.01%
725
278
$40K 0.01%
679
-22
279
$40K 0.01%
187
280
$40K 0.01%
2,971
281
$40K 0.01%
+1,036
282
$40K 0.01%
+285
283
$39K 0.01%
669
284
$38K 0.01%
257
+5
285
$38K 0.01%
3,850
286
$37K 0.01%
3,000
287
$37K 0.01%
1,060
288
$37K 0.01%
4,008
289
$36K 0.01%
102
-4,637
290
$36K 0.01%
209
+16
291
$35K 0.01%
800
292
$35K 0.01%
269
+5
293
$35K 0.01%
525
294
$35K 0.01%
242
+25
295
$35K 0.01%
134
+13
296
$35K 0.01%
54
+47
297
$34K 0.01%
777
-250
298
$34K 0.01%
45
+7
299
$34K 0.01%
515
-5
300
$34K 0.01%
419
10 11
12
13 14