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
301
$12K ﹤0.01%
330
302
$12K ﹤0.01%
210
303
$12K ﹤0.01%
+460
304
$12K ﹤0.01%
130
305
$12K ﹤0.01%
140
-5
306
$12K ﹤0.01%
202
307
$12K ﹤0.01%
250
308
$12K ﹤0.01%
195
309
$12K ﹤0.01%
157
+150
310
$12K ﹤0.01%
500
311
$12K ﹤0.01%
+57
312
$12K ﹤0.01%
+100
313
$12K ﹤0.01%
90
+30
314
$11K ﹤0.01%
305
315
$11K ﹤0.01%
130
316
$11K ﹤0.01%
60
317
$11K ﹤0.01%
148
318
$11K ﹤0.01%
105
-5
319
$11K ﹤0.01%
140
320
$11K ﹤0.01%
280
-10
321
$11K ﹤0.01%
500
322
$11K ﹤0.01%
175
323
$10K ﹤0.01%
118
324
$10K ﹤0.01%
164
325
$10K ﹤0.01%
105
-15
11 12
13
14 15