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
$427M
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$4.08M
3
+$1.54M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.33M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.31M

Top Sells

1
+$4.17M
2
+$3.06M
3
+$2.35M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.03M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.02M

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%
525
495
$1K ﹤0.01%
36
496
$1K ﹤0.01%
30
497
$1K ﹤0.01%
+84
498
$1K ﹤0.01%
25
499
$1K ﹤0.01%
+38
500
$1K ﹤0.01%
+11
18 19
20
21 22