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
$422M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.39M
3
+$3.38M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.64M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.73M

Top Sells

1
+$2.32M
2
+$2.17M
3
+$2.12M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.09M
5
ORI icon
Old Republic International
ORI
+$1.19M

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
451
$3K ﹤0.01%
50
452
$3K ﹤0.01%
45
453
$3K ﹤0.01%
89
454
$3K ﹤0.01%
600
455
$2K ﹤0.01%
+21
456
$2K ﹤0.01%
169
-103
457
$2K ﹤0.01%
52
458
$2K ﹤0.01%
51
459
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159
+28
460
$2K ﹤0.01%
+46
461
$2K ﹤0.01%
+42
462
$2K ﹤0.01%
30
463
$2K ﹤0.01%
7
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$1K ﹤0.01%
8
-180
465
$1K ﹤0.01%
30
466
$1K ﹤0.01%
25
467
$1K ﹤0.01%
54
468
$1K ﹤0.01%
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469
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33
+14
470
$1K ﹤0.01%
150
471
$1K ﹤0.01%
3
472
$1K ﹤0.01%
+48
473
$1K ﹤0.01%
+68
474
$1K ﹤0.01%
10
475
$1K ﹤0.01%
16
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