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
$360M
AUM Growth
+$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$10.2M
3
+$5.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.07M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.91M

Top Sells

1
+$13M
2
+$9.97M
3
+$7.19M
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$4.65M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.17M

Sector Composition

1 Technology 5.79%
2 Energy 3.63%
3 Financials 3.02%
4 Healthcare 2.69%
5 Real Estate 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$6K ﹤0.01%
210
427
$5K ﹤0.01%
+434
428
$5K ﹤0.01%
416
429
$5K ﹤0.01%
140
430
$5K ﹤0.01%
235
431
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43
432
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400
-262
433
$5K ﹤0.01%
117
434
$5K ﹤0.01%
66
-65
435
$5K ﹤0.01%
165
+60
436
$5K ﹤0.01%
108
437
$5K ﹤0.01%
+561
438
$4K ﹤0.01%
653
439
$4K ﹤0.01%
31
440
$4K ﹤0.01%
452
441
$4K ﹤0.01%
19
442
$4K ﹤0.01%
110
443
$4K ﹤0.01%
19
444
$4K ﹤0.01%
45
445
$4K ﹤0.01%
106
+85
446
$4K ﹤0.01%
40
447
$4K ﹤0.01%
78
448
$4K ﹤0.01%
67
449
$4K ﹤0.01%
67
450
$4K ﹤0.01%
60
16 17
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