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
$427M
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$4.08M
3
+$1.54M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.33M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.31M

Top Sells

1
+$4.17M
2
+$3.06M
3
+$2.35M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.03M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.02M

Sector Composition

1 Energy 4.67%
2 Technology 3.35%
3 Healthcare 2.07%
4 Financials 1.61%
5 Consumer Discretionary 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$6K ﹤0.01%
107
402
$6K ﹤0.01%
+67
403
$6K ﹤0.01%
+77
404
$6K ﹤0.01%
30
405
$6K ﹤0.01%
320
406
$6K ﹤0.01%
10,000
407
$6K ﹤0.01%
+102
408
$6K ﹤0.01%
+379
409
$6K ﹤0.01%
76
410
$5K ﹤0.01%
175
411
$5K ﹤0.01%
+110
412
$5K ﹤0.01%
+107
413
$5K ﹤0.01%
+45
414
$5K ﹤0.01%
+60
415
$5K ﹤0.01%
+50
416
$5K ﹤0.01%
101
417
$5K ﹤0.01%
40
418
$4K ﹤0.01%
+85
419
$4K ﹤0.01%
140
420
$4K ﹤0.01%
+76
421
$4K ﹤0.01%
+82
422
$4K ﹤0.01%
+43
423
$4K ﹤0.01%
+67
424
$4K ﹤0.01%
+31
425
$4K ﹤0.01%
+138
15 16
17
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