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
$427M
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$4.08M
3
+$1.54M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.33M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.31M

Top Sells

1
+$4.17M
2
+$3.06M
3
+$2.35M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.03M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.02M

Sector Composition

1 Energy 4.67%
2 Technology 3.35%
3 Healthcare 2.07%
4 Financials 1.61%
5 Consumer Discretionary 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
0
27
$2.61M 0.61%
23,748
-27,808
28
$2.42M 0.57%
33,572
+2,499
29
$2.4M 0.56%
20,336
+2,025
30
$1.85M 0.43%
75,407
31
$1.81M 0.42%
37,412
+300
32
$1.77M 0.41%
32,828
-383
33
$1.76M 0.41%
22,175
+2,288
34
$1.74M 0.41%
7,056
+1,519
35
$1.64M 0.38%
8,343
+88
36
$1.57M 0.37%
52,220
+120
37
$1.51M 0.35%
7,944
+408
38
$1.5M 0.35%
74,866
+8,350
39
$1.46M 0.34%
84,576
+25
40
$1.44M 0.34%
73,965
+185
41
$1.42M 0.33%
17,611
-356
42
$1.4M 0.33%
4,663
+15
43
$1.34M 0.31%
13,554
-1,876
44
$1.33M 0.31%
16,624
-867
45
$1.31M 0.31%
16,241
+161
46
$1.28M 0.3%
7,242
+19
47
$1.25M 0.29%
14,103
+183
48
$1.24M 0.29%
25,201
+82
49
$1.22M 0.28%
18,673
-6
50
$1.21M 0.28%
6,872
+60
1
2
3 4 5