LF

Lee Financial Portfolio holdings

AUM $741M
1-Year Est. Return 17.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.68%
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
+$7.29M
2
+$3.92M
3
+$1.49M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.29M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.26M

Top Sells

1
+$4.07M
2
+$3M
3
+$1.99M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$992K
5
DVY icon
iShares Select Dividend ETF
DVY
+$658K

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
476
$2K ﹤0.01%
40
+12
477
$2K ﹤0.01%
+67
478
$2K ﹤0.01%
+40
479
$2K ﹤0.01%
+77
480
$2K ﹤0.01%
+49
481
$2K ﹤0.01%
+25
482
$2K ﹤0.01%
44
-33
483
$2K ﹤0.01%
150
484
$2K ﹤0.01%
137
485
$2K ﹤0.01%
+34
486
$2K ﹤0.01%
52
-30
487
$2K ﹤0.01%
+38
488
$2K ﹤0.01%
90
489
$2K ﹤0.01%
+51
490
$2K ﹤0.01%
+45
491
$2K ﹤0.01%
+30
492
$2K ﹤0.01%
2,400
493
$2K ﹤0.01%
+2,000
494
$2K ﹤0.01%
53
495
$1K ﹤0.01%
+47
496
$1K ﹤0.01%
36
497
$1K ﹤0.01%
30
498
$1K ﹤0.01%
+84
499
$1K ﹤0.01%
25
500
$1K ﹤0.01%
+38
18 19
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