LF

Lee Financial Portfolio holdings

AUM $741M
1-Year Est. Return 17.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$422M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$5.74M
2
+$5.27M
3
+$3.29M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.5M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.64M

Top Sells

1
+$2.28M
2
+$2.22M
3
+$2.16M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.08M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.12M

Sector Composition

1 Financials 7.31%
2 Technology 5.58%
3 Energy 2.8%
4 Healthcare 2.43%
5 Utilities 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$5K ﹤0.01%
19
427
$5K ﹤0.01%
+50
428
$5K ﹤0.01%
+66
429
$5K ﹤0.01%
16
-14
430
$5K ﹤0.01%
60
-60
431
$5K ﹤0.01%
140
432
$5K ﹤0.01%
96
433
$5K ﹤0.01%
27
434
$5K ﹤0.01%
+35
435
$5K ﹤0.01%
127
436
$4K ﹤0.01%
+100
437
$4K ﹤0.01%
100
438
$4K ﹤0.01%
40
439
$4K ﹤0.01%
95
440
$4K ﹤0.01%
150
441
$4K ﹤0.01%
+200
442
$4K ﹤0.01%
31
443
$4K ﹤0.01%
+20
444
$4K ﹤0.01%
77
-79
445
$3K ﹤0.01%
600
446
$3K ﹤0.01%
89
447
$3K ﹤0.01%
45
448
$3K ﹤0.01%
50
449
$3K ﹤0.01%
+85
450
$3K ﹤0.01%
100
-100
16 17
18
19 20