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
$373M
AUM Growth
-$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$6.25M
3
+$6M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.3M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.4M

Top Sells

1
+$11.6M
2
+$3.69M
3
+$2.69M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.65M
5
KRP icon
Kimbell Royalty Partners
KRP
+$2.27M

Sector Composition

1 Energy 4.29%
2 Technology 2.9%
3 Healthcare 2.07%
4 Financials 1.7%
5 Consumer Discretionary 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$6K ﹤0.01%
62
352
$6K ﹤0.01%
190
353
$6K ﹤0.01%
320
354
$6K ﹤0.01%
10,000
355
$6K ﹤0.01%
340
356
$6K ﹤0.01%
51
357
$6K ﹤0.01%
+500
358
$6K ﹤0.01%
355
+85
359
$6K ﹤0.01%
128
360
$6K ﹤0.01%
60
361
$5K ﹤0.01%
+38
362
$5K ﹤0.01%
107
363
$5K ﹤0.01%
+150
364
$5K ﹤0.01%
101
365
$5K ﹤0.01%
+400
366
$5K ﹤0.01%
76
367
$5K ﹤0.01%
+8
368
$5K ﹤0.01%
416
369
$5K ﹤0.01%
85
370
$5K ﹤0.01%
1,040
371
$5K ﹤0.01%
653
372
$5K ﹤0.01%
452
373
$4K ﹤0.01%
175
374
$4K ﹤0.01%
373
375
$4K ﹤0.01%
358
13 14
15
16 17