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
$422M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.39M
3
+$3.38M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.64M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.73M

Top Sells

1
+$2.32M
2
+$2.17M
3
+$2.12M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.09M
5
ORI icon
Old Republic International
ORI
+$1.19M

Sector Composition

1 Financials 7.31%
2 Technology 5.58%
3 Energy 2.8%
4 Healthcare 2.43%
5 Utilities 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$11K ﹤0.01%
415
377
$11K ﹤0.01%
115
378
$11K ﹤0.01%
137
379
$11K ﹤0.01%
30
380
$11K ﹤0.01%
235
381
$11K ﹤0.01%
187
382
$11K ﹤0.01%
+320
383
$10K ﹤0.01%
127
+42
384
$10K ﹤0.01%
853
+200
385
$10K ﹤0.01%
955
386
$10K ﹤0.01%
33
387
$10K ﹤0.01%
22
388
$10K ﹤0.01%
69
389
$10K ﹤0.01%
598
-546
390
$10K ﹤0.01%
+61
391
$10K ﹤0.01%
235
392
$10K ﹤0.01%
80
393
$9K ﹤0.01%
159
394
$9K ﹤0.01%
320
395
$9K ﹤0.01%
80
396
$9K ﹤0.01%
117
397
$9K ﹤0.01%
55
398
$9K ﹤0.01%
105
399
$9K ﹤0.01%
200
400
$9K ﹤0.01%
235
14 15
16
17 18