LF

Lee Financial Portfolio holdings

AUM $741M
1-Year Est. Return 17.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.68%
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
+$7.29M
2
+$3.92M
3
+$1.49M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.29M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.26M

Top Sells

1
+$4.07M
2
+$3M
3
+$1.99M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$992K
5
DVY icon
iShares Select Dividend ETF
DVY
+$658K

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%
164
352
$9K ﹤0.01%
80
353
$9K ﹤0.01%
+309
354
$9K ﹤0.01%
8
355
$9K ﹤0.01%
206
356
$9K ﹤0.01%
84
357
$9K ﹤0.01%
+338
358
$9K ﹤0.01%
785
359
$9K ﹤0.01%
80
360
$9K ﹤0.01%
105
361
$9K ﹤0.01%
143
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