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
$360M
AUM Growth
+$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$10.2M
3
+$5.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.07M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.91M

Top Sells

1
+$13M
2
+$9.97M
3
+$7.19M
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$4.65M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.17M

Sector Composition

1 Technology 5.79%
2 Energy 3.63%
3 Financials 3.02%
4 Healthcare 2.69%
5 Real Estate 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$8K ﹤0.01%
+70
402
$8K ﹤0.01%
16
+7
403
$8K ﹤0.01%
105
404
$8K ﹤0.01%
98
405
$8K ﹤0.01%
+115
406
$7K ﹤0.01%
71
407
$7K ﹤0.01%
+165
408
$7K ﹤0.01%
104
409
$7K ﹤0.01%
200
410
$7K ﹤0.01%
545
-58,006
411
$7K ﹤0.01%
320
412
$7K ﹤0.01%
143
413
$7K ﹤0.01%
20
-20
414
$7K ﹤0.01%
80
415
$7K ﹤0.01%
67
416
$7K ﹤0.01%
120
-20
417
$7K ﹤0.01%
5,500
418
$7K ﹤0.01%
+69
419
$6K ﹤0.01%
245
420
$6K ﹤0.01%
184
421
$6K ﹤0.01%
106
+85
422
$6K ﹤0.01%
+240
423
$6K ﹤0.01%
955
+170
424
$6K ﹤0.01%
33
-2
425
$6K ﹤0.01%
56
15 16
17
18 19