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
Energy Select Sector SPDR Fund
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
451
$4K ﹤0.01%
140
-95
452
$4K ﹤0.01%
36
453
$4K ﹤0.01%
140
454
$4K ﹤0.01%
200
+149
455
$4K ﹤0.01%
+160
456
$4K ﹤0.01%
140
-130
457
$3K ﹤0.01%
+60
458
$3K ﹤0.01%
5
459
$3K ﹤0.01%
95
460
$3K ﹤0.01%
45
461
$3K ﹤0.01%
10
462
$3K ﹤0.01%
31
463
$3K ﹤0.01%
63
464
$3K ﹤0.01%
380
465
$3K ﹤0.01%
137
466
$3K ﹤0.01%
+50
467
$3K ﹤0.01%
100
468
$3K ﹤0.01%
28
469
$3K ﹤0.01%
38
470
$3K ﹤0.01%
96
471
$3K ﹤0.01%
150
472
$3K ﹤0.01%
48
-478
473
$3K ﹤0.01%
74
-165
474
$3K ﹤0.01%
17
475
$3K ﹤0.01%
+79
17 18
19
20 21