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
$310M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$8.41M
2
+$5.8M
3
+$4.71M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.35M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$2.84M

Top Sells

1
+$3.83M
2
+$3.05M
3
+$2.87M
4
BSM icon
Black Stone Minerals
BSM
+$2.15M
5
KMB icon
Kimberly-Clark
KMB
+$1.34M

Sector Composition

1 Energy 8.87%
2 Technology 3.41%
3 Financials 2.62%
4 Consumer Discretionary 2.34%
5 Healthcare 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$4K ﹤0.01%
200
427
$4K ﹤0.01%
36
-85
428
$4K ﹤0.01%
+300
429
$4K ﹤0.01%
75
430
$4K ﹤0.01%
345
431
$3K ﹤0.01%
8
-2,260
432
$3K ﹤0.01%
38
433
$3K ﹤0.01%
200
434
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34
-30
435
$3K ﹤0.01%
116
436
$3K ﹤0.01%
100
437
$3K ﹤0.01%
11
438
$3K ﹤0.01%
30
439
$3K ﹤0.01%
+71
440
$3K ﹤0.01%
+40
441
$3K ﹤0.01%
39
+8
442
$3K ﹤0.01%
60
443
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40
444
$3K ﹤0.01%
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445
$3K ﹤0.01%
109
446
$3K ﹤0.01%
330
447
$3K ﹤0.01%
100
448
$2K ﹤0.01%
45
449
$2K ﹤0.01%
44
450
$2K ﹤0.01%
16
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