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
$443M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1 +$2.37M
2 +$1.15M
3 +$772K
4
ET icon
Energy Transfer Partners
ET
+$647K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$486K

Top Sells

1 +$2.69M
2 +$1.15M
3 +$491K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$278K
5
IEV icon
iShares Europe ETF
IEV
+$272K

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
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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%
1,040
412
$6K ﹤0.01%
245
413
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+165
414
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452
415
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77
416
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417
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50
418
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340
421
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108
422
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+200
423
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+207
424
$5K ﹤0.01%
85
425
$5K ﹤0.01%
107