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
$360M
AUM Growth
+$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$10.2M
3
+$5.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.07M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.91M

Top Sells

1
+$13M
2
+$9.97M
3
+$7.19M
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$4.65M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.17M

Sector Composition

1 Technology 5.79%
2 Energy 3.63%
3 Financials 3.02%
4 Healthcare 2.69%
5 Real Estate 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3K ﹤0.01%
50
477
$3K ﹤0.01%
35
478
$3K ﹤0.01%
105
479
$3K ﹤0.01%
2,400
480
$3K ﹤0.01%
75
481
$2K ﹤0.01%
600
482
$2K ﹤0.01%
9
483
$2K ﹤0.01%
+100
484
$2K ﹤0.01%
30
485
$2K ﹤0.01%
104
486
$2K ﹤0.01%
34
487
$2K ﹤0.01%
67
-314
488
$2K ﹤0.01%
40
489
$2K ﹤0.01%
49
490
$2K ﹤0.01%
+46
491
$2K ﹤0.01%
64
492
$2K ﹤0.01%
11
493
$2K ﹤0.01%
44
494
$2K ﹤0.01%
34
495
$2K ﹤0.01%
90
496
$2K ﹤0.01%
45
497
$2K ﹤0.01%
30
498
$2K ﹤0.01%
24
499
$1K ﹤0.01%
40
500
$1K ﹤0.01%
150
18 19
20
21 22