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
$373M
AUM Growth
-$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1 +$14.4M
2 +$6.25M
3 +$6M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$4.3M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.4M

Top Sells

1 +$11.6M
2 +$3.69M
3 +$2.69M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.65M
5
KRP icon
Kimbell Royalty Partners
KRP
+$2.27M

Sector Composition

1 Energy 4.29%
2 Technology 2.9%
3 Healthcare 2.07%
4 Financials 1.7%
5 Consumer Discretionary 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$9K ﹤0.01%
130
302
$9K ﹤0.01%
388
303
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207
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280
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145
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180
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$9K ﹤0.01%
36
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540
309
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87
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-15
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65
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376
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$8K ﹤0.01%
785
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+375
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130
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300
324
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$8K ﹤0.01%
150
+25