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
$422M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.39M
3
+$3.38M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.64M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.73M

Top Sells

1
+$2.32M
2
+$2.17M
3
+$2.12M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.09M
5
ORI icon
Old Republic International
ORI
+$1.19M

Sector Composition

1 Financials 7.31%
2 Technology 5.58%
3 Energy 2.8%
4 Healthcare 2.43%
5 Utilities 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$21K 0.01%
115
+20
302
$21K 0.01%
200
303
$21K 0.01%
155
+35
304
$21K 0.01%
105
305
$21K 0.01%
145
306
$21K 0.01%
96
+6
307
$21K 0.01%
200
308
$21K 0.01%
562
309
$20K ﹤0.01%
265
310
$20K ﹤0.01%
50
311
$20K ﹤0.01%
438
312
$20K ﹤0.01%
325
-225
313
$19K ﹤0.01%
+255
314
$19K ﹤0.01%
200
315
$19K ﹤0.01%
52
-15
316
$18K ﹤0.01%
207
317
$18K ﹤0.01%
74
318
$18K ﹤0.01%
303
+138
319
$17K ﹤0.01%
195
320
$17K ﹤0.01%
130
321
$17K ﹤0.01%
+1,080
322
$17K ﹤0.01%
88
323
$17K ﹤0.01%
285
324
$17K ﹤0.01%
341
325
$17K ﹤0.01%
+100
11 12
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