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

Top Buys

1
+$7.29M
2
+$3.92M
3
+$1.49M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.29M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.26M

Top Sells

1
+$4.07M
2
+$3M
3
+$1.99M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$992K
5
DVY icon
iShares Select Dividend ETF
DVY
+$658K

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%
10,000
402
$6K ﹤0.01%
+102
403
$6K ﹤0.01%
107
404
$6K ﹤0.01%
60
405
$6K ﹤0.01%
653
406
$6K ﹤0.01%
+228
407
$6K ﹤0.01%
452
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%
140
419
$4K ﹤0.01%
+18
420
$4K ﹤0.01%
+76
421
$4K ﹤0.01%
+82
422
$4K ﹤0.01%
109
423
$4K ﹤0.01%
315
424
$4K ﹤0.01%
75
425
$4K ﹤0.01%
+28
15 16
17
18 19