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
$424M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
874
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$4.86M
3
+$2.82M
4
IEUS icon
iShares MSCI Europe Small-Cap ETF
IEUS
+$2.47M
5
KRP icon
Kimbell Royalty Partners
KRP
+$2.4M

Top Sells

1
+$2.28M
2
+$2.27M
3
+$1.18M
4
IGI
Western Asset Investment Grade Defined Opportunity Trust
IGI
+$947K
5
CBRL icon
Cracker Barrel
CBRL
+$799K

Sector Composition

1 Energy 8.52%
2 Technology 3.39%
3 Healthcare 2.07%
4 Financials 1.95%
5 Consumer Discretionary 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$17K ﹤0.01%
40
377
$17K ﹤0.01%
265
+123
378
$17K ﹤0.01%
400
-400
379
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450
-450
380
$17K ﹤0.01%
97
-2
381
$17K ﹤0.01%
413
382
$17K ﹤0.01%
248
383
$17K ﹤0.01%
294
384
$17K ﹤0.01%
825
385
$16K ﹤0.01%
+299
386
$16K ﹤0.01%
114
-115
387
$16K ﹤0.01%
105
388
$16K ﹤0.01%
340
-68
389
$16K ﹤0.01%
154
390
$16K ﹤0.01%
366
391
$16K ﹤0.01%
101
392
$16K ﹤0.01%
176
393
$16K ﹤0.01%
149
394
$16K ﹤0.01%
115
-30
395
$16K ﹤0.01%
81
396
$16K ﹤0.01%
100
397
$15K ﹤0.01%
92
398
$15K ﹤0.01%
64
399
$15K ﹤0.01%
384
400
$15K ﹤0.01%
194
14 15
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