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
$427M
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1 +$7.47M
2 +$4.08M
3 +$1.54M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.33M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.31M

Top Sells

1 +$4.17M
2 +$3.06M
3 +$2.35M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.03M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.02M

Sector Composition

1 Energy 4.67%
2 Technology 3.35%
3 Healthcare 2.07%
4 Financials 1.61%
5 Consumer Discretionary 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$8K ﹤0.01%
121
377
$8K ﹤0.01%
150
378
$8K ﹤0.01%
94
379
$8K ﹤0.01%
128
380
$8K ﹤0.01%
+185
381
$8K ﹤0.01%
41
-16
382
$7K ﹤0.01%
+71
383
$7K ﹤0.01%
165
384
$7K ﹤0.01%
150
385
$7K ﹤0.01%
1,040
386
$7K ﹤0.01%
130
387
$7K ﹤0.01%
+245
388
$7K ﹤0.01%
80
389
$7K ﹤0.01%
55
390
$7K ﹤0.01%
+278
391
$7K ﹤0.01%
190
392
$7K ﹤0.01%
340
393
$7K ﹤0.01%
+27
394
$7K ﹤0.01%
+183
395
$7K ﹤0.01%
108
396
$7K ﹤0.01%
355
397
$6K ﹤0.01%
60
398
$6K ﹤0.01%
653
399
$6K ﹤0.01%
+228
400
$6K ﹤0.01%
452