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
351
$9K ﹤0.01%
121
-127
352
$9K ﹤0.01%
164
-554
353
$9K ﹤0.01%
207
354
$9K ﹤0.01%
76
355
$9K ﹤0.01%
80
-20
356
$9K ﹤0.01%
128
357
$9K ﹤0.01%
+500
358
$9K ﹤0.01%
540
-839
359
$8K ﹤0.01%
55
-54
360
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114
-119
361
$8K ﹤0.01%
215
362
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-138
363
$8K ﹤0.01%
35
+17
364
$8K ﹤0.01%
80
365
$8K ﹤0.01%
62
366
$8K ﹤0.01%
119
-351
367
$8K ﹤0.01%
50
-51
368
$8K ﹤0.01%
210
369
$8K ﹤0.01%
340
370
$8K ﹤0.01%
143
371
$8K ﹤0.01%
108
-575
372
$8K ﹤0.01%
270
+60
373
$7K ﹤0.01%
10,000
374
$7K ﹤0.01%
416
375
$7K ﹤0.01%
165
13 14
15
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