LF

Lee Financial Portfolio holdings

AUM $741M
1-Year Est. Return 17.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$443M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1 +$2.34M
2 +$1.13M
3 +$759K
4
ET icon
Energy Transfer Partners
ET
+$681K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$483K

Top Sells

1 +$992K
2 +$492K
3 +$273K
4
IEV icon
iShares Europe ETF
IEV
+$271K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$264K

Sector Composition

1 Energy 5.35%
2 Technology 3.4%
3 Healthcare 1.94%
4 Financials 1.71%
5 Utilities 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$7K ﹤0.01%
60
402
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403
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653
404
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228
405
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107
406
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67
407
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30
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+22
409
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102
410
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355
411
$6K ﹤0.01%
+207
412
$6K ﹤0.01%
1,040
413
$6K ﹤0.01%
245
414
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+165
415
$6K ﹤0.01%
452
416
$6K ﹤0.01%
77
417
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278
418
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50
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320
421
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340
422
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108
423
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+200
424
$5K ﹤0.01%
85
425
$5K ﹤0.01%
107