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
$532M
AUM Growth
+$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
978
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$2.41M
3
+$2.1M
4
AAP icon
Advance Auto Parts
AAP
+$1.72M
5
TXN icon
Texas Instruments
TXN
+$1.56M

Top Sells

1
+$1.64M
2
+$1.18M
3
+$997K
4
CME icon
CME Group
CME
+$909K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$900K

Sector Composition

1 Financials 6.88%
2 Technology 6.5%
3 Energy 2.75%
4 Real Estate 2.46%
5 Healthcare 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$27K 0.01%
+132
327
$26K ﹤0.01%
500
-150
328
$26K ﹤0.01%
+126
329
$26K ﹤0.01%
168
+25
330
$26K ﹤0.01%
296
-71
331
$26K ﹤0.01%
357
+13
332
$26K ﹤0.01%
191
+1
333
$25K ﹤0.01%
933
334
$25K ﹤0.01%
1,010
335
$25K ﹤0.01%
+141
336
$25K ﹤0.01%
120
337
$25K ﹤0.01%
588
+51
338
$25K ﹤0.01%
167
339
$25K ﹤0.01%
77
-6
340
$24K ﹤0.01%
395
-5
341
$24K ﹤0.01%
113
+8
342
$24K ﹤0.01%
660
343
$24K ﹤0.01%
825
+10
344
$24K ﹤0.01%
149
345
$24K ﹤0.01%
40
-16
346
$23K ﹤0.01%
88
+37
347
$23K ﹤0.01%
517
+134
348
$23K ﹤0.01%
73
+65
349
$23K ﹤0.01%
245
-5
350
$23K ﹤0.01%
117
+7
12 13
14
15 16