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
$532M
AUM Growth
+$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
978
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$2.41M
3
+$2.1M
4
AAP icon
Advance Auto Parts
AAP
+$1.72M
5
TXN icon
Texas Instruments
TXN
+$1.56M

Top Sells

1
+$1.64M
2
+$1.18M
3
+$997K
4
CME icon
CME Group
CME
+$909K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$900K

Sector Composition

1 Financials 6.88%
2 Technology 6.5%
3 Energy 2.75%
4 Real Estate 2.46%
5 Healthcare 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.3M 0.62%
35,316
+177
27
$2.97M 0.56%
28,115
+115
28
$2.71M 0.51%
5,401
-659
29
$2.52M 0.47%
18,627
-125
30
$2.42M 0.45%
53,199
+112
31
$2.1M 0.39%
101,549
+7,740
32
$2.08M 0.39%
6,000
-31
33
$2.08M 0.39%
11,354
-30
34
$2.02M 0.38%
67,102
+76
35
$2M 0.38%
14,644
+15
36
$1.98M 0.37%
20,853
-35
37
$1.95M 0.37%
23,134
38
$1.86M 0.35%
6,354
+8
39
$1.83M 0.34%
28,961
+2,215
40
$1.82M 0.34%
9,681
+8,257
41
$1.78M 0.33%
29,286
-50
42
$1.75M 0.33%
5,586
+7
43
$1.72M 0.32%
21,924
+8,726
44
$1.72M 0.32%
+7,161
45
$1.62M 0.3%
14,826
46
$1.59M 0.3%
33,177
-7
47
$1.59M 0.3%
97,350
+20
48
$1.55M 0.29%
79,704
49
$1.43M 0.27%
30,065
-363
50
$1.38M 0.26%
51,300
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