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%
105
-15
327
$10K ﹤0.01%
65
-5
328
$10K ﹤0.01%
145
329
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264
330
$10K ﹤0.01%
806
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$10K ﹤0.01%
300
332
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380
333
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210
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335
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+130
336
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131
337
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115
+95
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$10K ﹤0.01%
240
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$10K ﹤0.01%
115
340
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+200
341
$10K ﹤0.01%
200
342
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343
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+250
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80
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$9K ﹤0.01%
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347
$9K ﹤0.01%
210
348
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250
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400
350
$9K ﹤0.01%
210
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