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
$394M
AUM Growth
+$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$7.52M
2
+$5.6M
3
+$5.25M
4
NTG
Tortoise Midstream Energy Fund, Inc. Common Stock
NTG
+$3.54M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.51M

Top Sells

1
+$9.7M
2
+$2.21M
3
+$1.91M
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$1.31M
5
CINF icon
Cincinnati Financial
CINF
+$1.3M

Sector Composition

1 Energy 7.76%
2 Technology 3.78%
3 Healthcare 2.35%
4 Financials 2.14%
5 Consumer Discretionary 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$15K ﹤0.01%
830
402
$15K ﹤0.01%
+825
403
$15K ﹤0.01%
+294
404
$15K ﹤0.01%
268
+138
405
$15K ﹤0.01%
194
+101
406
$15K ﹤0.01%
380
407
$15K ﹤0.01%
+63
408
$15K ﹤0.01%
+154
409
$15K ﹤0.01%
500
+250
410
$14K ﹤0.01%
130
+55
411
$14K ﹤0.01%
105
412
$14K ﹤0.01%
101
+51
413
$14K ﹤0.01%
139
+70
414
$14K ﹤0.01%
413
-135
415
$14K ﹤0.01%
145
416
$14K ﹤0.01%
100
417
$14K ﹤0.01%
+92
418
$13K ﹤0.01%
+64
419
$13K ﹤0.01%
+509
420
$13K ﹤0.01%
400
+200
421
$13K ﹤0.01%
+161
422
$13K ﹤0.01%
+114
423
$13K ﹤0.01%
+67
424
$13K ﹤0.01%
235
-45
425
$13K ﹤0.01%
+87
15 16
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