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
$427M
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$4.08M
3
+$1.54M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.33M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.31M

Top Sells

1
+$4.17M
2
+$3.06M
3
+$2.35M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.03M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.02M

Sector Composition

1 Energy 4.67%
2 Technology 3.35%
3 Healthcare 2.07%
4 Financials 1.61%
5 Consumer Discretionary 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$4K ﹤0.01%
128
427
$4K ﹤0.01%
117
428
$4K ﹤0.01%
300
429
$4K ﹤0.01%
100
430
$4K ﹤0.01%
+36
431
$4K ﹤0.01%
137
432
$4K ﹤0.01%
+362
433
$4K ﹤0.01%
+94
434
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+73
435
$4K ﹤0.01%
27
436
$4K ﹤0.01%
109
437
$4K ﹤0.01%
315
438
$4K ﹤0.01%
+28
439
$4K ﹤0.01%
75
440
$4K ﹤0.01%
+18
441
$3K ﹤0.01%
+19
442
$3K ﹤0.01%
215
443
$3K ﹤0.01%
333
444
$3K ﹤0.01%
9
+5
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$3K ﹤0.01%
39
446
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+78
447
$3K ﹤0.01%
45
-275
448
$3K ﹤0.01%
11
449
$3K ﹤0.01%
+102
450
$3K ﹤0.01%
44
16 17
18
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