LF

Lee Financial Portfolio holdings

AUM $709M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
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
+$7.29M
2
+$3.92M
3
+$1.49M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.29M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.26M

Top Sells

1
+$4.07M
2
+$3M
3
+$1.99M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$992K
5
DVY icon
iShares Select Dividend ETF
DVY
+$658K

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%
+85
427
$4K ﹤0.01%
+43
428
$4K ﹤0.01%
+67
429
$4K ﹤0.01%
+31
430
$4K ﹤0.01%
+138
431
$4K ﹤0.01%
128
432
$4K ﹤0.01%
117
433
$4K ﹤0.01%
300
434
$4K ﹤0.01%
100
435
$4K ﹤0.01%
+36
436
$4K ﹤0.01%
137
437
$4K ﹤0.01%
+362
438
$4K ﹤0.01%
+94
439
$4K ﹤0.01%
+73
440
$4K ﹤0.01%
27
441
$3K ﹤0.01%
+19
442
$3K ﹤0.01%
215
443
$3K ﹤0.01%
333
444
$3K ﹤0.01%
9
+5
445
$3K ﹤0.01%
+19
446
$3K ﹤0.01%
39
447
$3K ﹤0.01%
+78
448
$3K ﹤0.01%
45
-275
449
$3K ﹤0.01%
11
450
$3K ﹤0.01%
+64
16 17
18
19 20