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
301
$13K ﹤0.01%
543
302
$13K ﹤0.01%
+438
303
$13K ﹤0.01%
76
304
$13K ﹤0.01%
66
+31
305
$13K ﹤0.01%
66
306
$13K ﹤0.01%
695
307
$13K ﹤0.01%
105
308
$12K ﹤0.01%
63
+15
309
$12K ﹤0.01%
39
+8
310
$12K ﹤0.01%
+371
311
$12K ﹤0.01%
+105
312
$12K ﹤0.01%
45
+14
313
$12K ﹤0.01%
2,640
314
$12K ﹤0.01%
131
315
$12K ﹤0.01%
600
316
$12K ﹤0.01%
377
+77
317
$12K ﹤0.01%
45
-325
318
$12K ﹤0.01%
36
319
$12K ﹤0.01%
95
320
$11K ﹤0.01%
348
321
$11K ﹤0.01%
+1,000
322
$11K ﹤0.01%
200
323
$11K ﹤0.01%
105
324
$11K ﹤0.01%
+222
325
$11K ﹤0.01%
160
11 12
13
14 15