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
$407M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$932K
3
+$837K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$807K
5
IEUS icon
iShares MSCI Europe Small-Cap ETF
IEUS
+$763K

Top Sells

1
+$4.42M
2
+$2.58M
3
+$1.34M
4
EPD icon
Enterprise Products Partners
EPD
+$1.31M
5
INTC icon
Intel
INTC
+$1.22M

Sector Composition

1 Energy 6.2%
2 Technology 3.05%
3 Healthcare 1.98%
4 Financials 1.76%
5 Consumer Discretionary 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$4K ﹤0.01%
58
-252
427
$4K ﹤0.01%
38
-82
428
$4K ﹤0.01%
36
429
$4K ﹤0.01%
+27
430
$4K ﹤0.01%
200
-150
431
$4K ﹤0.01%
109
432
$4K ﹤0.01%
540
-5,478
433
$4K ﹤0.01%
75
-93
434
$3K ﹤0.01%
7
-3
435
$3K ﹤0.01%
60
436
$3K ﹤0.01%
95
437
$3K ﹤0.01%
44
438
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300
439
$3K ﹤0.01%
150
440
$3K ﹤0.01%
+60
441
$3K ﹤0.01%
+96
442
$3K ﹤0.01%
+150
443
$3K ﹤0.01%
+4
444
$3K ﹤0.01%
58
-236
445
$3K ﹤0.01%
60
-135
446
$2K ﹤0.01%
25
447
$2K ﹤0.01%
+131
448
$2K ﹤0.01%
+90
449
– –
0
450
$2K ﹤0.01%
18
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