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
$443M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.15M
3
+$772K
4
ET icon
Energy Transfer Partners
ET
+$647K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$486K

Top Sells

1
+$2.69M
2
+$1.15M
3
+$491K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$278K
5
IEV icon
iShares Europe ETF
IEV
+$272K

Sector Composition

1 Energy 5.35%
2 Technology 3.4%
3 Healthcare 1.94%
4 Financials 1.71%
5 Utilities 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4K ﹤0.01%
109
452
$3K ﹤0.01%
19
453
$3K ﹤0.01%
60
454
$3K ﹤0.01%
78
455
$3K ﹤0.01%
45
456
$3K ﹤0.01%
73
457
$3K ﹤0.01%
31
458
$3K ﹤0.01%
40
459
$3K ﹤0.01%
11
460
$3K ﹤0.01%
64
461
$3K ﹤0.01%
44
462
$3K ﹤0.01%
63
463
$3K ﹤0.01%
28
464
$3K ﹤0.01%
38
465
$3K ﹤0.01%
138
+1
466
$3K ﹤0.01%
96
467
$3K ﹤0.01%
150
468
$3K ﹤0.01%
100
469
$3K ﹤0.01%
24
470
$3K ﹤0.01%
36
471
$3K ﹤0.01%
17
472
$3K ﹤0.01%
35
473
$3K ﹤0.01%
60
474
$3K ﹤0.01%
2,400
475
$3K ﹤0.01%
315
17 18
19
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