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
476
$11K ﹤0.01%
245
477
$11K ﹤0.01%
200
478
$11K ﹤0.01%
+78
479
$11K ﹤0.01%
220
-5
480
$11K ﹤0.01%
+77
481
$11K ﹤0.01%
117
482
$11K ﹤0.01%
+90
483
$11K ﹤0.01%
+113
484
$11K ﹤0.01%
158
+100
485
$11K ﹤0.01%
245
486
$11K ﹤0.01%
52
-1
487
$11K ﹤0.01%
+774
488
$11K ﹤0.01%
159
489
$11K ﹤0.01%
250
490
$11K ﹤0.01%
189
+55
491
$11K ﹤0.01%
51
+37
492
$11K ﹤0.01%
+110
493
$10K ﹤0.01%
+355
494
$10K ﹤0.01%
174
+35
495
$10K ﹤0.01%
+81
496
$10K ﹤0.01%
+800
497
$10K ﹤0.01%
+118
498
$10K ﹤0.01%
100
499
$10K ﹤0.01%
184
+60
500
$10K ﹤0.01%
115
18 19
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