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
$251M
AUM Growth
+$72.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$7.51M
3
+$5.81M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$5.29M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.83M

Top Sells

1
+$3.46M
2
+$2.6M
3
+$1.35M
4
VZ icon
Verizon
VZ
+$1.08M
5
BGS icon
B&G Foods
BGS
+$861K

Sector Composition

1 Energy 7.78%
2 Technology 3.95%
3 Consumer Discretionary 3.04%
4 Financials 2.82%
5 Industrials 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$7K ﹤0.01%
210
327
$7K ﹤0.01%
55
328
$7K ﹤0.01%
80
329
$7K ﹤0.01%
+80
330
$7K ﹤0.01%
400
-150
331
$7K ﹤0.01%
315
332
$7K ﹤0.01%
250
333
$6K ﹤0.01%
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-50
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$6K ﹤0.01%
70
335
$6K ﹤0.01%
245
336
$6K ﹤0.01%
45
337
$6K ﹤0.01%
+500
338
$6K ﹤0.01%
300
339
$6K ﹤0.01%
290
340
$6K ﹤0.01%
452
341
$6K ﹤0.01%
85
342
$6K ﹤0.01%
140
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$6K ﹤0.01%
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-50
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$6K ﹤0.01%
140
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$5K ﹤0.01%
345
+65
346
$5K ﹤0.01%
85
347
$5K ﹤0.01%
101
348
$5K ﹤0.01%
82
349
$5K ﹤0.01%
165
350
$5K ﹤0.01%
+100
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