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
$407M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$932K
3
+$837K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$807K
5
IEUS icon
iShares MSCI Europe Small-Cap ETF
IEUS
+$763K

Top Sells

1
+$4.42M
2
+$2.58M
3
+$1.34M
4
EPD icon
Enterprise Products Partners
EPD
+$1.31M
5
INTC icon
Intel
INTC
+$1.22M

Sector Composition

1 Energy 6.2%
2 Technology 3.05%
3 Healthcare 1.98%
4 Financials 1.76%
5 Consumer Discretionary 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$10K ﹤0.01%
290
327
$10K ﹤0.01%
95
328
$10K ﹤0.01%
31
-26
329
$10K ﹤0.01%
376
-394
330
$10K ﹤0.01%
210
-156
331
$10K ﹤0.01%
84
332
$10K ﹤0.01%
206
333
$10K ﹤0.01%
147
-1,476
334
$10K ﹤0.01%
105
+25
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$10K ﹤0.01%
164
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336
$10K ﹤0.01%
+31
337
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240
-50
338
$9K ﹤0.01%
540
-839
339
$9K ﹤0.01%
+500
340
$9K ﹤0.01%
128
341
$9K ﹤0.01%
80
-20
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$9K ﹤0.01%
76
343
$9K ﹤0.01%
207
344
$9K ﹤0.01%
164
-554
345
$9K ﹤0.01%
121
-127
346
$9K ﹤0.01%
200
347
$9K ﹤0.01%
150
+35
348
$9K ﹤0.01%
235
349
$9K ﹤0.01%
100
350
$9K ﹤0.01%
210
12 13
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