LF

Lee Financial Portfolio holdings

AUM $709M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$360M
AUM Growth
+$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$9.46M
3
+$5.18M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.13M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.83M

Top Sells

1
+$12.2M
2
+$9.22M
3
+$7.12M
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$4.45M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.91M

Sector Composition

1 Technology 5.79%
2 Energy 3.63%
3 Financials 3.02%
4 Healthcare 2.69%
5 Real Estate 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$11K ﹤0.01%
105
-35
352
$11K ﹤0.01%
371
353
$11K ﹤0.01%
76
354
$11K ﹤0.01%
145
355
$11K ﹤0.01%
188
356
$11K ﹤0.01%
120
357
$11K ﹤0.01%
210
358
$11K ﹤0.01%
889
+780
359
$11K ﹤0.01%
+500
360
$11K ﹤0.01%
185
361
$11K ﹤0.01%
700
362
$11K ﹤0.01%
200
363
$11K ﹤0.01%
180
364
$11K ﹤0.01%
127
365
$10K ﹤0.01%
+400
366
$10K ﹤0.01%
87
367
$10K ﹤0.01%
166
368
$10K ﹤0.01%
150
369
$10K ﹤0.01%
580
370
$10K ﹤0.01%
225
+65
371
$10K ﹤0.01%
250
+40
372
$10K ﹤0.01%
54
-6
373
$10K ﹤0.01%
235
+35
374
$10K ﹤0.01%
302
375
$10K ﹤0.01%
80
13 14
15
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