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
$310M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$8.41M
2
+$5.8M
3
+$4.71M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.35M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$2.84M

Top Sells

1
+$3.83M
2
+$3.05M
3
+$2.87M
4
BSM icon
Black Stone Minerals
BSM
+$2.15M
5
KMB icon
Kimberly-Clark
KMB
+$1.34M

Sector Composition

1 Energy 8.87%
2 Technology 3.41%
3 Financials 2.62%
4 Consumer Discretionary 2.34%
5 Healthcare 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$8K ﹤0.01%
+115
377
$8K ﹤0.01%
+820
378
$8K ﹤0.01%
95
-5
379
$8K ﹤0.01%
125
380
$8K ﹤0.01%
144
+12
381
$8K ﹤0.01%
+150
382
$8K ﹤0.01%
108
-52
383
$8K ﹤0.01%
76
384
$8K ﹤0.01%
79
-45
385
$7K ﹤0.01%
165
386
$7K ﹤0.01%
45
387
$7K ﹤0.01%
445
388
$7K ﹤0.01%
200
389
$7K ﹤0.01%
215
390
$7K ﹤0.01%
190
-70
391
$7K ﹤0.01%
10,000
392
$7K ﹤0.01%
143
393
$7K ﹤0.01%
245
394
$7K ﹤0.01%
+60
395
$7K ﹤0.01%
315
396
$7K ﹤0.01%
150
397
$6K ﹤0.01%
300
398
$6K ﹤0.01%
85
399
$6K ﹤0.01%
1,040
400
$6K ﹤0.01%
452
14 15
16
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