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
501
$10K ﹤0.01%
438
+15
502
$10K ﹤0.01%
+38
503
$10K ﹤0.01%
320
504
$10K ﹤0.01%
30
-13
505
$10K ﹤0.01%
165
-22
506
$10K ﹤0.01%
134
507
$10K ﹤0.01%
+71
508
$10K ﹤0.01%
4,000
+2,500
509
$9K ﹤0.01%
62
+30
510
$9K ﹤0.01%
165
511
$9K ﹤0.01%
+69
512
$9K ﹤0.01%
401
513
$9K ﹤0.01%
21
+17
514
$9K ﹤0.01%
+83
515
$9K ﹤0.01%
+68
516
$9K ﹤0.01%
230
+40
517
$9K ﹤0.01%
955
518
$9K ﹤0.01%
24
+12
519
$9K ﹤0.01%
+2,598
520
$9K ﹤0.01%
1,150
521
$9K ﹤0.01%
51
+5
522
$9K ﹤0.01%
90
+50
523
$9K ﹤0.01%
335
-5
524
$9K ﹤0.01%
151
-3
525
$9K ﹤0.01%
217
+201
19 20
21
22 23