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
$463M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$2.56M
3
+$1.3M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.05M
5
FEI
FIRST TRUST MLP AND ENERGY INCOME FUND
FEI
+$1.01M

Top Sells

1
+$8.9M
2
+$3.17M
3
+$1.96M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.72M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.61M

Sector Composition

1 Energy 4.82%
2 Technology 3.72%
3 Healthcare 2.19%
4 Financials 1.73%
5 Utilities 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$10K ﹤0.01%
5,500
352
$10K ﹤0.01%
235
353
$10K ﹤0.01%
785
354
$10K ﹤0.01%
310
355
$10K ﹤0.01%
105
356
$10K ﹤0.01%
2,000
357
$10K ﹤0.01%
+80
358
$9K ﹤0.01%
309
359
$9K ﹤0.01%
80
360
$9K ﹤0.01%
207
361
$9K ﹤0.01%
27
362
$9K ﹤0.01%
159
363
$9K ﹤0.01%
102
364
$9K ﹤0.01%
143
365
$9K ﹤0.01%
50
366
$9K ﹤0.01%
82
367
$9K ﹤0.01%
455
+3
368
$9K ﹤0.01%
200
369
$9K ﹤0.01%
84
370
$9K ﹤0.01%
400
371
$9K ﹤0.01%
1,040
372
$9K ﹤0.01%
225
373
$9K ﹤0.01%
235
374
$8K ﹤0.01%
425
375
$8K ﹤0.01%
183
13 14
15
16 17