LF

Lee Financial Portfolio holdings

AUM $741M
1-Year Est. Return 17.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.68%
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 +$2.34M
2 +$1.13M
3 +$759K
4
ET icon
Energy Transfer Partners
ET
+$681K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$483K

Top Sells

1 +$992K
2 +$492K
3 +$273K
4
IEV icon
iShares Europe ETF
IEV
+$271K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$264K

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
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165
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$8K ﹤0.01%
190
+40
382
$8K ﹤0.01%
166
+2
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$8K ﹤0.01%
98
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200
385
$8K ﹤0.01%
58
386
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480
+3
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$8K ﹤0.01%
55
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$8K ﹤0.01%
100
389
$8K ﹤0.01%
62
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$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