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
$443M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1 +$2.37M
2 +$1.15M
3 +$772K
4
ET icon
Energy Transfer Partners
ET
+$647K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$486K

Top Sells

1 +$2.69M
2 +$1.15M
3 +$491K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$278K
5
IEV icon
iShares Europe ETF
IEV
+$272K

Sector Composition

1 Energy 5.35%
2 Technology 3.4%
3 Healthcare 1.94%
4 Financials 1.71%
5 Utilities 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$9K ﹤0.01%
80
377
$9K ﹤0.01%
309
378
$9K ﹤0.01%
540
379
$8K ﹤0.01%
8
380
$8K ﹤0.01%
165
381
$8K ﹤0.01%
190
+40
382
$8K ﹤0.01%
166
+2
383
$8K ﹤0.01%
98
384
$8K ﹤0.01%
200
385
$8K ﹤0.01%
58
386
$8K ﹤0.01%
480
+3
387
$8K ﹤0.01%
55
388
$8K ﹤0.01%
100
389
$8K ﹤0.01%
62
390
$8K ﹤0.01%
190
391
$8K ﹤0.01%
27
392
$8K ﹤0.01%
183
393
$8K ﹤0.01%
94
394
$8K ﹤0.01%
+305
395
$8K ﹤0.01%
128
396
$8K ﹤0.01%
11,626
397
$8K ﹤0.01%
185
398
$8K ﹤0.01%
+120
399
$7K ﹤0.01%
71
400
$7K ﹤0.01%
416