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
$422M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.39M
3
+$3.38M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.64M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.73M

Top Sells

1
+$2.32M
2
+$2.17M
3
+$2.12M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.09M
5
ORI icon
Old Republic International
ORI
+$1.19M

Sector Composition

1 Financials 7.31%
2 Technology 5.58%
3 Energy 2.8%
4 Healthcare 2.43%
5 Utilities 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.52M 0.6%
26,504
+671
27
$2.41M 0.57%
47,405
-1,668
28
$2.32M 0.55%
6,236
-42
29
$2.03M 0.48%
18,785
-342
30
$1.91M 0.45%
7,326
-276
31
$1.85M 0.44%
17,042
-6,405
32
$1.84M 0.44%
7,712
-275
33
$1.84M 0.44%
20,691
+1,967
34
$1.82M 0.43%
4,928
-49
35
$1.76M 0.42%
24,195
-3,248
36
$1.75M 0.42%
11,461
-414
37
$1.73M 0.41%
64,300
-17,346
38
$1.72M 0.41%
15,811
-207
39
$1.72M 0.41%
6,137
-212
40
$1.69M 0.4%
24,968
+359
41
$1.63M 0.39%
31,442
-884
42
$1.62M 0.38%
57,372
+4,720
43
$1.61M 0.38%
6,478
+228
44
$1.6M 0.38%
28,714
+12,925
45
$1.59M 0.38%
24,530
+1,938
46
$1.58M 0.37%
30,887
+3,775
47
$1.5M 0.36%
79,680
-74
48
$1.47M 0.35%
15,034
-106
49
$1.44M 0.34%
42,856
-1,035
50
$1.42M 0.34%
6,960
-144
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