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
$310M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$8.41M
2
+$5.8M
3
+$4.71M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.35M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$2.84M

Top Sells

1
+$3.83M
2
+$3.05M
3
+$2.87M
4
BSM icon
Black Stone Minerals
BSM
+$2.15M
5
KMB icon
Kimberly-Clark
KMB
+$1.34M

Sector Composition

1 Energy 8.87%
2 Technology 3.41%
3 Financials 2.62%
4 Consumer Discretionary 2.34%
5 Healthcare 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$10K ﹤0.01%
65
-5
327
$10K ﹤0.01%
145
328
$10K ﹤0.01%
264
329
$10K ﹤0.01%
806
330
$10K ﹤0.01%
300
331
$10K ﹤0.01%
380
332
$10K ﹤0.01%
210
333
$10K ﹤0.01%
80
334
$10K ﹤0.01%
+130
335
$10K ﹤0.01%
131
336
$10K ﹤0.01%
115
+95
337
$10K ﹤0.01%
240
338
$10K ﹤0.01%
115
339
$10K ﹤0.01%
+200
340
$10K ﹤0.01%
200
341
$10K ﹤0.01%
260
342
$10K ﹤0.01%
540
343
$9K ﹤0.01%
70
-5
344
$9K ﹤0.01%
+250
345
$9K ﹤0.01%
300
346
$9K ﹤0.01%
80
347
$9K ﹤0.01%
210
348
$9K ﹤0.01%
250
349
$9K ﹤0.01%
400
350
$9K ﹤0.01%
210
12 13
14
15 16