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
$427M
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$4.08M
3
+$1.54M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.33M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.31M

Top Sells

1
+$4.17M
2
+$3.06M
3
+$2.35M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.03M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.02M

Sector Composition

1 Energy 4.67%
2 Technology 3.35%
3 Healthcare 2.07%
4 Financials 1.61%
5 Consumer Discretionary 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$11K ﹤0.01%
+50
327
$11K ﹤0.01%
80
328
$11K ﹤0.01%
210
329
$11K ﹤0.01%
210
330
$11K ﹤0.01%
180
331
$11K ﹤0.01%
270
332
$11K ﹤0.01%
388
333
$11K ﹤0.01%
280
334
$10K ﹤0.01%
87
335
$10K ﹤0.01%
+56
336
$10K ﹤0.01%
210
337
$10K ﹤0.01%
+336
338
$10K ﹤0.01%
375
339
$10K ﹤0.01%
235
340
$10K ﹤0.01%
295
341
$10K ﹤0.01%
200
342
$10K ﹤0.01%
+390
343
$10K ﹤0.01%
290
344
$10K ﹤0.01%
115
345
$10K ﹤0.01%
140
346
$10K ﹤0.01%
190
+20
347
$10K ﹤0.01%
207
348
$10K ﹤0.01%
145
349
$10K ﹤0.01%
180
350
$10K ﹤0.01%
540
12 13
14
15 16