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
$422M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.39M
3
+$3.38M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.64M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.73M

Top Sells

1
+$2.32M
2
+$2.17M
3
+$2.12M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.09M
5
ORI icon
Old Republic International
ORI
+$1.19M

Sector Composition

1 Financials 7.31%
2 Technology 5.58%
3 Energy 2.8%
4 Healthcare 2.43%
5 Utilities 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$14K ﹤0.01%
140
352
$14K ﹤0.01%
83
353
$14K ﹤0.01%
77
354
$14K ﹤0.01%
61
355
$14K ﹤0.01%
140
356
$14K ﹤0.01%
245
+80
357
$14K ﹤0.01%
102
358
$13K ﹤0.01%
79
-68
359
$13K ﹤0.01%
254
360
$13K ﹤0.01%
225
361
$13K ﹤0.01%
59
+54
362
$13K ﹤0.01%
+121
363
$13K ﹤0.01%
+70
364
$13K ﹤0.01%
120
365
$13K ﹤0.01%
+100
366
$12K ﹤0.01%
70
367
$12K ﹤0.01%
200
368
$12K ﹤0.01%
+310
369
$12K ﹤0.01%
145
370
$12K ﹤0.01%
302
371
$12K ﹤0.01%
+240
372
$11K ﹤0.01%
140
-70
373
$11K ﹤0.01%
200
374
$11K ﹤0.01%
310
375
$11K ﹤0.01%
180
13 14
15
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