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
451
$13K ﹤0.01%
+200
452
$13K ﹤0.01%
235
453
$13K ﹤0.01%
675
-61,510
454
$12K ﹤0.01%
115
455
$12K ﹤0.01%
95
+25
456
$12K ﹤0.01%
200
457
$12K ﹤0.01%
240
+40
458
$12K ﹤0.01%
+169
459
$12K ﹤0.01%
+115
460
$12K ﹤0.01%
+68
461
$12K ﹤0.01%
+33
462
$12K ﹤0.01%
+155
463
$12K ﹤0.01%
310
464
$12K ﹤0.01%
+25
465
$12K ﹤0.01%
39
+35
466
$12K ﹤0.01%
235
467
$12K ﹤0.01%
5,500
468
$12K ﹤0.01%
+30
469
$12K ﹤0.01%
231
470
$12K ﹤0.01%
700
471
$12K ﹤0.01%
136
+93
472
$12K ﹤0.01%
+90
473
$11K ﹤0.01%
+235
474
$11K ﹤0.01%
+61
475
$11K ﹤0.01%
105
17 18
19
20 21