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
$407M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$932K
3
+$837K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$807K
5
IEUS icon
iShares MSCI Europe Small-Cap ETF
IEUS
+$763K

Top Sells

1
+$4.42M
2
+$2.58M
3
+$1.34M
4
EPD icon
Enterprise Products Partners
EPD
+$1.31M
5
INTC icon
Intel
INTC
+$1.22M

Sector Composition

1 Energy 6.2%
2 Technology 3.05%
3 Healthcare 1.98%
4 Financials 1.76%
5 Consumer Discretionary 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.44M 0.6%
38,147
-9,318
27
$2.17M 0.53%
29,195
+1,970
28
$1.97M 0.48%
5,692
-126
29
$1.88M 0.46%
38,721
-7,225
30
$1.81M 0.44%
19,364
-3,105
31
$1.79M 0.44%
25,624
-155
32
$1.78M 0.44%
75,407
33
$1.7M 0.42%
75,352
-11,385
34
$1.69M 0.42%
19,883
-6,478
35
$1.59M 0.39%
7,649
-357
36
$1.58M 0.39%
37,700
-7,996
37
$1.55M 0.38%
16,356
-174
38
$1.41M 0.35%
86,686
-465
39
$1.4M 0.34%
27,790
-3,081
40
$1.39M 0.34%
54,958
-1,903
41
$1.37M 0.34%
20,249
+3,622
42
$1.32M 0.32%
53,430
-850
43
$1.31M 0.32%
17,784
-219
44
$1.31M 0.32%
27,446
-90
45
$1.25M 0.31%
19,679
-304
46
$1.24M 0.31%
5,798
-32
47
$1.23M 0.3%
8,454
-286
48
$1.23M 0.3%
15,069
-1,722
49
$1.21M 0.3%
6,789
-33
50
$1.2M 0.29%
22,498
-8,404
1
2
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