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
$443M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1 +$2.37M
2 +$1.15M
3 +$772K
4
ET icon
Energy Transfer Partners
ET
+$647K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$486K

Top Sells

1 +$2.69M
2 +$1.15M
3 +$491K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$278K
5
IEV icon
iShares Europe ETF
IEV
+$272K

Sector Composition

1 Energy 5.35%
2 Technology 3.4%
3 Healthcare 1.94%
4 Financials 1.71%
5 Utilities 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$15K ﹤0.01%
230
302
$15K ﹤0.01%
286
303
$15K ﹤0.01%
89
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280
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$15K ﹤0.01%
320
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$14K ﹤0.01%
285
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$14K ﹤0.01%
66
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$14K ﹤0.01%
695
309
$14K ﹤0.01%
76
310
$13K ﹤0.01%
348
311
$13K ﹤0.01%
63
312
$13K ﹤0.01%
150
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$13K ﹤0.01%
684
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$13K ﹤0.01%
400
315
$13K ﹤0.01%
543
316
$13K ﹤0.01%
438
317
$13K ﹤0.01%
371
318
$13K ﹤0.01%
160
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$13K ﹤0.01%
66
320
$13K ﹤0.01%
207
321
$13K ﹤0.01%
79
322
$12K ﹤0.01%
39
323
$12K ﹤0.01%
105
324
$12K ﹤0.01%
131
325
$12K ﹤0.01%
600