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
$360M
AUM Growth
+$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$10.2M
3
+$5.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.07M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$4.91M

Top Sells

1
+$13M
2
+$9.97M
3
+$7.19M
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$4.65M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.17M

Sector Composition

1 Technology 5.79%
2 Energy 3.63%
3 Financials 3.02%
4 Healthcare 2.69%
5 Real Estate 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$16K ﹤0.01%
1,117
+389
302
$16K ﹤0.01%
1,650
303
$16K ﹤0.01%
+230
304
$16K ﹤0.01%
435
-110
305
$16K ﹤0.01%
84
306
$16K ﹤0.01%
+200
307
$16K ﹤0.01%
127
+100
308
$15K ﹤0.01%
348
309
$15K ﹤0.01%
69
310
$15K ﹤0.01%
296
311
$15K ﹤0.01%
202
-30
312
$15K ﹤0.01%
95
-20
313
$14K ﹤0.01%
+37
314
$14K ﹤0.01%
31
-8
315
$14K ﹤0.01%
276
+200
316
$14K ﹤0.01%
438
317
$14K ﹤0.01%
471
318
$14K ﹤0.01%
77
-3
319
$14K ﹤0.01%
45
320
$14K ﹤0.01%
105
321
$14K ﹤0.01%
22
322
$14K ﹤0.01%
295
+110
323
$14K ﹤0.01%
105
-10
324
$14K ﹤0.01%
75
325
$14K ﹤0.01%
180
11 12
13
14 15