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
$427M
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$4.08M
3
+$1.54M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.33M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.31M

Top Sells

1
+$4.17M
2
+$3.06M
3
+$2.35M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.03M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.02M

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
351
$9K ﹤0.01%
8
352
$9K ﹤0.01%
206
353
$9K ﹤0.01%
84
354
$9K ﹤0.01%
+338
355
$9K ﹤0.01%
785
356
$9K ﹤0.01%
80
357
$9K ﹤0.01%
105
358
$9K ﹤0.01%
143
359
$9K ﹤0.01%
164
360
$9K ﹤0.01%
80
361
$9K ﹤0.01%
+309
362
$8K ﹤0.01%
416
363
$8K ﹤0.01%
164
364
$8K ﹤0.01%
65
365
$8K ﹤0.01%
98
-49
366
$8K ﹤0.01%
50
367
$8K ﹤0.01%
200
368
$8K ﹤0.01%
58
+20
369
$8K ﹤0.01%
477
+3
370
$8K ﹤0.01%
210
371
$8K ﹤0.01%
100
372
$8K ﹤0.01%
62
373
$8K ﹤0.01%
95
374
$8K ﹤0.01%
50
375
$8K ﹤0.01%
+159
13 14
15
16 17