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
$360M
AUM Growth
+$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1 +$20M
2 +$10.2M
3 +$5.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.07M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$4.91M

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%
+400
377
$9K ﹤0.01%
21
378
$9K ﹤0.01%
1,000
379
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130
+25
380
$9K ﹤0.01%
+312
381
$9K ﹤0.01%
290
382
$9K ﹤0.01%
190
-20
383
$9K ﹤0.01%
310
384
$9K ﹤0.01%
+180
385
$9K ﹤0.01%
+100
386
$9K ﹤0.01%
78
387
$9K ﹤0.01%
+153
388
$9K ﹤0.01%
102
389
$9K ﹤0.01%
493
390
$9K ﹤0.01%
+160
391
$9K ﹤0.01%
290
+70
392
$8K ﹤0.01%
165
393
$8K ﹤0.01%
+70
394
$8K ﹤0.01%
16
+7
395
$8K ﹤0.01%
105
396
$8K ﹤0.01%
98
397
$8K ﹤0.01%
+115
398
$8K ﹤0.01%
73
399
$8K ﹤0.01%
101
400
$8K ﹤0.01%
340