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
Energy Select Sector SPDR Fund
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
501
$1K ﹤0.01%
44
502
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503
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504
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505
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30
506
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507
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508
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20
509
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15
510
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511
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40
512
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513
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514
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21
515
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516
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7
517
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49
518
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519
$1K ﹤0.01%
8
520
$0 ﹤0.01%
5
521
– –
-5,000
522
– –
-23
523
– –
-28
524
– –
-1,323
525
– –
-7
19 20
21
22 23