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
$443M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1 +$2.37M
2 +$1.15M
3 +$772K
4
ET icon
Energy Transfer Partners
ET
+$647K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$486K

Top Sells

1 +$2.69M
2 +$1.15M
3 +$491K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$278K
5
IEV icon
iShares Europe ETF
IEV
+$272K

Sector Composition

1 Energy 5.35%
2 Technology 3.4%
3 Healthcare 1.94%
4 Financials 1.71%
5 Utilities 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$10K ﹤0.01%
80
352
$10K ﹤0.01%
235
353
$10K ﹤0.01%
115
+20
354
$10K ﹤0.01%
50
355
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390
356
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290
357
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180
358
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140
359
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207
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$9K ﹤0.01%
245
+70
361
$9K ﹤0.01%
206
362
$9K ﹤0.01%
400
-1,500
363
$9K ﹤0.01%
84
364
$9K ﹤0.01%
50
365
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338
366
$9K ﹤0.01%
785
367
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+80
368
$9K ﹤0.01%
80
369
$9K ﹤0.01%
105
370
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143
371
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159
372
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121
373
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164
374
$9K ﹤0.01%
41
375
$9K ﹤0.01%
190