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
$310M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$8.41M
2
+$5.8M
3
+$4.71M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$3.35M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$2.84M

Top Sells

1
+$3.83M
2
+$3.05M
3
+$2.87M
4
BSM icon
Black Stone Minerals
BSM
+$2.15M
5
KMB icon
Kimberly-Clark
KMB
+$1.34M

Sector Composition

1 Energy 8.87%
2 Technology 3.41%
3 Financials 2.62%
4 Consumer Discretionary 2.34%
5 Healthcare 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.25M 0.73%
86,364
+740
27
$2.12M 0.68%
45,123
+21,097
28
$1.96M 0.63%
6,327
+7
29
$1.94M 0.63%
31,869
+2,438
30
$1.89M 0.61%
112,856
+11,950
31
$1.84M 0.59%
183,552
+30,462
32
$1.81M 0.58%
144,266
+33,573
33
$1.77M 0.57%
27,611
+7,961
34
$1.74M 0.56%
19,604
-2,386
35
$1.74M 0.56%
96,116
-2,602
36
$1.73M 0.56%
51,383
-1,333
37
$1.67M 0.54%
37,076
-5,244
38
$1.64M 0.53%
19,972
-3,981
39
$1.63M 0.53%
14,703
-367
40
$1.6M 0.52%
22,239
+1,916
41
$1.48M 0.48%
29,090
-328
42
$1.47M 0.47%
51,965
+4,344
43
$1.45M 0.47%
22,890
-571
44
$1.43M 0.46%
34,251
-910
45
$1.43M 0.46%
38,900
-988
46
$1.4M 0.45%
25,368
-2,050
47
$1.34M 0.43%
17,568
-432
48
$1.34M 0.43%
14,049
-315
49
$1.31M 0.42%
44,202
-1,224
50
$1.26M 0.41%
21,059
-1,150
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