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
$251M
AUM Growth
+$72.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$7.51M
3
+$5.81M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$5.29M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.83M

Top Sells

1
+$3.46M
2
+$2.6M
3
+$1.35M
4
VZ icon
Verizon
VZ
+$1.08M
5
BGS icon
B&G Foods
BGS
+$861K

Sector Composition

1 Energy 7.78%
2 Technology 3.95%
3 Consumer Discretionary 3.04%
4 Financials 2.82%
5 Industrials 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$5K ﹤0.01%
132
352
$5K ﹤0.01%
60
353
$4K ﹤0.01%
140
354
$4K ﹤0.01%
160
355
$4K ﹤0.01%
246
356
$4K ﹤0.01%
130
357
$4K ﹤0.01%
150
358
– –
0
359
$4K ﹤0.01%
100
360
$4K ﹤0.01%
528
361
$4K ﹤0.01%
100
362
$4K ﹤0.01%
36
363
$4K ﹤0.01%
130
364
$4K ﹤0.01%
+280
365
$4K ﹤0.01%
330
366
$4K ﹤0.01%
540
367
$4K ﹤0.01%
75
-500
368
$3K ﹤0.01%
25
369
$3K ﹤0.01%
37
370
$3K ﹤0.01%
200
371
$3K ﹤0.01%
115
372
$3K ﹤0.01%
145
-125
373
$3K ﹤0.01%
60
-5
374
$3K ﹤0.01%
40
375
$3K ﹤0.01%
177
13 14
15
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