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
501
$1K ﹤0.01%
20
502
$1K ﹤0.01%
+31
503
$1K ﹤0.01%
54
504
$1K ﹤0.01%
+30
505
$1K ﹤0.01%
+28
506
$1K ﹤0.01%
+47
507
$1K ﹤0.01%
+10
508
$1K ﹤0.01%
+44
509
$1K ﹤0.01%
1,333
510
$0 ﹤0.01%
+11
511
$0 ﹤0.01%
13
512
– –
-7
513
– –
-85
514
– –
-1,533
515
– –
-373
516
– –
-10
517
– –
-1,000
518
– –
-358
519
$0 ﹤0.01%
1
520
– –
-295
521
– –
-264
522
– –
-479
523
– –
-234
524
– –
-199
525
– –
-20
19 20
21
22 23