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
$360M
AUM Growth
+$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$10.2M
3
+$5.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.07M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$4.91M

Top Sells

1
+$13M
2
+$9.97M
3
+$7.19M
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$4.65M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.17M

Sector Composition

1 Technology 5.79%
2 Energy 3.63%
3 Financials 3.02%
4 Healthcare 2.69%
5 Real Estate 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.41M 0.67%
85,670
-33,534
27
$2.23M 0.62%
37,220
-436
28
$2.13M 0.59%
67,580
-1,320
29
$2.07M 0.57%
7,991
-404
30
$2.03M 0.56%
27,587
-4,845
31
$1.85M 0.51%
6,280
-777
32
$1.84M 0.51%
18,764
-147
33
$1.83M 0.51%
213,350
34
$1.83M 0.51%
5,030
-65
35
$1.8M 0.5%
24,723
-157
36
$1.76M 0.49%
16,133
-23
37
$1.72M 0.48%
7,291
-104
38
$1.51M 0.42%
32,393
+455
39
$1.51M 0.42%
101,284
-46,930
40
$1.5M 0.42%
11,863
-169
41
$1.49M 0.41%
21,253
-285
42
$1.43M 0.4%
19,375
+366
43
$1.42M 0.39%
25,942
+3,365
44
$1.37M 0.38%
51,300
+12,800
45
$1.36M 0.38%
26,524
-5,129
46
$1.36M 0.38%
26,595
-360
47
$1.35M 0.38%
7,620
+802
48
$1.34M 0.37%
6,317
-85
49
$1.32M 0.37%
6,640
-680
50
$1.29M 0.36%
44,031
-585
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