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
$532M
AUM Growth
+$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
978
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$2.41M
3
+$2.1M
4
AAP icon
Advance Auto Parts
AAP
+$1.72M
5
TXN icon
Texas Instruments
TXN
+$1.56M

Top Sells

1
+$1.64M
2
+$1.18M
3
+$997K
4
CME icon
CME Group
CME
+$909K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$900K

Sector Composition

1 Financials 6.88%
2 Technology 6.5%
3 Energy 2.75%
4 Real Estate 2.46%
5 Healthcare 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$34K 0.01%
320
+47
302
$33K 0.01%
1,500
303
$32K 0.01%
+48
304
$32K 0.01%
1,044
305
$32K 0.01%
300
306
$31K 0.01%
395
307
$31K 0.01%
286
-5
308
$31K 0.01%
539
309
$31K 0.01%
+184
310
$30K 0.01%
561
311
$30K 0.01%
470
312
$30K 0.01%
971
313
$30K 0.01%
667
314
$30K 0.01%
144
+19
315
$30K 0.01%
+103
316
$30K 0.01%
+35
317
$29K 0.01%
486
318
$29K 0.01%
205
+5
319
$29K 0.01%
260
320
$29K 0.01%
3,965
-3,775
321
$28K 0.01%
445
-5
322
$28K 0.01%
220
-5
323
$27K 0.01%
85
+11
324
$27K 0.01%
+71
325
$27K 0.01%
230
+20
11 12
13
14 15