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
State Street Energy Select Sector SPDR ETF
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
451
$3K ﹤0.01%
+64
452
$3K ﹤0.01%
44
453
$3K ﹤0.01%
+63
454
$3K ﹤0.01%
+28
455
$3K ﹤0.01%
96
456
$3K ﹤0.01%
150
457
$3K ﹤0.01%
+100
458
$3K ﹤0.01%
+74
459
$3K ﹤0.01%
24
-14
460
$3K ﹤0.01%
36
461
$3K ﹤0.01%
+17
462
$3K ﹤0.01%
+35
463
$3K ﹤0.01%
60
464
$2K ﹤0.01%
60
465
$2K ﹤0.01%
+64
466
$2K ﹤0.01%
95
467
$2K ﹤0.01%
+73
468
$2K ﹤0.01%
+22
469
$2K ﹤0.01%
+9
470
$2K ﹤0.01%
+14
471
$2K ﹤0.01%
49
-140
472
$2K ﹤0.01%
89
473
$2K ﹤0.01%
+31
474
$2K ﹤0.01%
+34
475
$2K ﹤0.01%
+76
17 18
19
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