LF

Lee Financial Portfolio holdings

AUM $709M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$360M
AUM Growth
+$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$9.46M
3
+$5.18M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.13M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.83M

Top Sells

1
+$12.2M
2
+$9.22M
3
+$7.12M
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$4.45M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.91M

Sector Composition

1 Technology 5.79%
2 Energy 3.63%
3 Financials 3.02%
4 Healthcare 2.69%
5 Real Estate 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$10K ﹤0.01%
85
377
$9K ﹤0.01%
21
378
$9K ﹤0.01%
1,000
379
$9K ﹤0.01%
+312
380
$9K ﹤0.01%
290
381
$9K ﹤0.01%
190
-20
382
$9K ﹤0.01%
310
383
$9K ﹤0.01%
+100
384
$9K ﹤0.01%
78
385
$9K ﹤0.01%
+153
386
$9K ﹤0.01%
102
387
$9K ﹤0.01%
493
388
$9K ﹤0.01%
+160
389
$9K ﹤0.01%
130
+25
390
$9K ﹤0.01%
+180
391
$9K ﹤0.01%
290
+70
392
$8K ﹤0.01%
+70
393
$8K ﹤0.01%
16
+7
394
$8K ﹤0.01%
105
395
$8K ﹤0.01%
98
396
$8K ﹤0.01%
73
397
$8K ﹤0.01%
101
398
$8K ﹤0.01%
340
399
$8K ﹤0.01%
159
400
$8K ﹤0.01%
1,033
14 15
16
17 18