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
$422M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.39M
3
+$3.38M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.64M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.73M

Top Sells

1
+$2.32M
2
+$2.17M
3
+$2.12M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.09M
5
ORI icon
Old Republic International
ORI
+$1.19M

Sector Composition

1 Financials 7.31%
2 Technology 5.58%
3 Energy 2.8%
4 Healthcare 2.43%
5 Utilities 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$9K ﹤0.01%
165
402
$8K ﹤0.01%
105
403
$8K ﹤0.01%
2,400
404
$8K ﹤0.01%
1,016
-2,802
405
$8K ﹤0.01%
+1,000
406
$8K ﹤0.01%
340
407
$8K ﹤0.01%
5,500
408
$8K ﹤0.01%
67
409
$8K ﹤0.01%
1,150
410
$8K ﹤0.01%
545
411
$8K ﹤0.01%
127
+42
412
$8K ﹤0.01%
184
413
$8K ﹤0.01%
+200
414
$8K ﹤0.01%
416
415
$7K ﹤0.01%
+95
416
$7K ﹤0.01%
101
417
$7K ﹤0.01%
452
418
$7K ﹤0.01%
236
-134
419
$7K ﹤0.01%
60
420
$7K ﹤0.01%
106
-92
421
$7K ﹤0.01%
11
422
$7K ﹤0.01%
140
423
$6K ﹤0.01%
44
-38
424
$6K ﹤0.01%
12
-9
425
$6K ﹤0.01%
76
15 16
17
18 19