LF

Lee Financial Portfolio holdings

AUM $709M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
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
+$7.29M
2
+$3.92M
3
+$1.49M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.29M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.26M

Top Sells

1
+$4.07M
2
+$3M
3
+$1.99M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$992K
5
DVY icon
iShares Select Dividend ETF
DVY
+$658K

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%
210
336
$10K ﹤0.01%
+336
337
$10K ﹤0.01%
235
338
$10K ﹤0.01%
295
339
$10K ﹤0.01%
200
340
$10K ﹤0.01%
+390
341
$10K ﹤0.01%
290
342
$10K ﹤0.01%
115
343
$10K ﹤0.01%
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$10K ﹤0.01%
190
+20
345
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207
346
$10K ﹤0.01%
145
347
$10K ﹤0.01%
180
348
$10K ﹤0.01%
540
349
$10K ﹤0.01%
375
350
$10K ﹤0.01%
+56
12 13
14
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