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
$655M
AUM Growth
-$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.06M
3
+$1.02M
4
CFG icon
Citizens Financial Group
CFG
+$1.02M
5
OKE icon
Oneok
OKE
+$730K

Top Sells

1
+$10.4M
2
+$4.64M
3
+$2.8M
4
UNH icon
UnitedHealth
UNH
+$1.56M
5
ENLC
ENLINK MIDSTREAM, LLC
ENLC
+$1.41M

Sector Composition

1 Financials 8.94%
2 Technology 5.54%
3 Energy 2.48%
4 Healthcare 1.66%
5 Consumer Discretionary 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.48M 0.38%
25,033
+7,355
27
$2.38M 0.36%
14,949
-1,859
28
$2.34M 0.36%
100,042
+6,890
29
$2.14M 0.33%
5,843
-520
30
$2.08M 0.32%
19,169
-8,275
31
$2.03M 0.31%
26,841
+25
32
$1.97M 0.3%
14,854
-1,363
33
$1.94M 0.3%
12,576
-1,129
34
$1.92M 0.29%
26,758
-2,046
35
$1.91M 0.29%
3,760
-463
36
$1.85M 0.28%
7,616
-819
37
$1.8M 0.28%
9,467
-2,811
38
$1.79M 0.27%
20,932
-2,464
39
$1.74M 0.27%
51,051
-13,518
40
$1.74M 0.27%
9,112
-388
41
$1.57M 0.24%
79,290
-3,099
42
$1.54M 0.24%
34,205
-5,089
43
$1.5M 0.23%
31,160
-584
44
$1.46M 0.22%
1,767
-650
45
$1.45M 0.22%
23,465
-3,043
46
$1.44M 0.22%
54,900
-7,608
47
$1.43M 0.22%
6,429
-915
48
$1.41M 0.21%
31,722
-4,882
49
$1.4M 0.21%
16,908
-2,271
50
$1.39M 0.21%
45,118
-5,162
1
2
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