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
$407M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$932K
3
+$837K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$807K
5
IEUS icon
iShares MSCI Europe Small-Cap ETF
IEUS
+$763K

Top Sells

1
+$4.42M
2
+$2.58M
3
+$1.34M
4
EPD icon
Enterprise Products Partners
EPD
+$1.31M
5
INTC icon
Intel
INTC
+$1.22M

Sector Composition

1 Energy 6.2%
2 Technology 3.05%
3 Healthcare 1.98%
4 Financials 1.76%
5 Consumer Discretionary 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$7K ﹤0.01%
246
377
$7K ﹤0.01%
93
-101
378
$7K ﹤0.01%
50
+41
379
$7K ﹤0.01%
452
380
$7K ﹤0.01%
258
-263
381
$7K ﹤0.01%
80
382
$7K ﹤0.01%
107
-113
383
$7K ﹤0.01%
114
384
$7K ﹤0.01%
101
385
$7K ﹤0.01%
+320
386
$7K ﹤0.01%
10,000
387
$7K ﹤0.01%
51
-53
388
$7K ﹤0.01%
40
389
$6K ﹤0.01%
175
390
$6K ﹤0.01%
260
391
$6K ﹤0.01%
+333
392
$6K ﹤0.01%
60
-33
393
$6K ﹤0.01%
653
-129
394
$6K ﹤0.01%
190
395
$6K ﹤0.01%
330
-2,220
396
$6K ﹤0.01%
140
397
$6K ﹤0.01%
1,333
+953
398
$5K ﹤0.01%
53
-25
399
$5K ﹤0.01%
140
-137
400
$5K ﹤0.01%
+373
14 15
16
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