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
$532M
AUM Growth
+$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
978
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$2.41M
3
+$2.1M
4
AAP icon
Advance Auto Parts
AAP
+$1.72M
5
TXN icon
Texas Instruments
TXN
+$1.56M

Top Sells

1
+$1.64M
2
+$1.18M
3
+$997K
4
CME icon
CME Group
CME
+$909K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$900K

Sector Composition

1 Financials 6.88%
2 Technology 6.5%
3 Energy 2.75%
4 Real Estate 2.46%
5 Healthcare 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$17K ﹤0.01%
341
402
$17K ﹤0.01%
387
403
$16K ﹤0.01%
79
404
$16K ﹤0.01%
1,064
405
$16K ﹤0.01%
123
+105
406
$16K ﹤0.01%
653
+128
407
$16K ﹤0.01%
140
408
$16K ﹤0.01%
135
+14
409
$16K ﹤0.01%
184
+24
410
$16K ﹤0.01%
137
411
$16K ﹤0.01%
150
-5
412
$16K ﹤0.01%
+381
413
$15K ﹤0.01%
+66
414
$15K ﹤0.01%
195
415
$15K ﹤0.01%
130
-35
416
$15K ﹤0.01%
40
+5
417
$15K ﹤0.01%
118
+35
418
$15K ﹤0.01%
+88
419
$15K ﹤0.01%
30
+25
420
$15K ﹤0.01%
+9
421
$15K ﹤0.01%
57
+46
422
$15K ﹤0.01%
500
423
$15K ﹤0.01%
413
+2
424
$15K ﹤0.01%
+122
425
$14K ﹤0.01%
365
15 16
17
18 19