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
$532M
AUM Growth
+$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
978
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$2.41M
3
+$2.1M
4
AAP icon
Advance Auto Parts
AAP
+$1.72M
5
TXN icon
Texas Instruments
TXN
+$1.56M

Top Sells

1
+$1.64M
2
+$1.18M
3
+$997K
4
CME icon
CME Group
CME
+$909K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$900K

Sector Composition

1 Financials 6.88%
2 Technology 6.5%
3 Energy 2.75%
4 Real Estate 2.46%
5 Healthcare 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$14K ﹤0.01%
170
+57
427
$14K ﹤0.01%
48
428
$14K ﹤0.01%
252
-2
429
$14K ﹤0.01%
87
430
$14K ﹤0.01%
381
-423
431
$14K ﹤0.01%
155
+95
432
$14K ﹤0.01%
22
433
$14K ﹤0.01%
165
434
$14K ﹤0.01%
302
-300
435
$14K ﹤0.01%
51
+39
436
$14K ﹤0.01%
320
437
$13K ﹤0.01%
105
-5
438
$13K ﹤0.01%
89
+13
439
$13K ﹤0.01%
180
440
$13K ﹤0.01%
831
+230
441
$13K ﹤0.01%
+291
442
$13K ﹤0.01%
60
+1
443
$13K ﹤0.01%
127
+124
444
$13K ﹤0.01%
+21
445
$13K ﹤0.01%
39
+6
446
$13K ﹤0.01%
215
447
$13K ﹤0.01%
684
448
$13K ﹤0.01%
96
449
$13K ﹤0.01%
283
-46
450
$13K ﹤0.01%
20
+15
16 17
18
19 20