LF

Lee Financial Portfolio holdings

AUM $741M
1-Year Est. Return 17.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$394M
AUM Growth
+$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Sells

1 +$9.7M
2 +$2.21M
3 +$1.91M
4
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$1.31M
5
CINF icon
Cincinnati Financial
CINF
+$1.3M

Sector Composition

1 Energy 7.76%
2 Technology 3.78%
3 Healthcare 2.35%
4 Financials 2.14%
5 Consumer Discretionary 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$8K ﹤0.01%
+142
527
$8K ﹤0.01%
48
-100
528
$8K ﹤0.01%
80
529
$8K ﹤0.01%
1,040
530
$8K ﹤0.01%
160
531
$8K ﹤0.01%
+73
532
$8K ﹤0.01%
+106
533
$8K ﹤0.01%
80
534
$8K ﹤0.01%
200
535
$8K ﹤0.01%
+280
536
$8K ﹤0.01%
+125
537
$8K ﹤0.01%
80
538
$8K ﹤0.01%
+142
539
$8K ﹤0.01%
270
540
$8K ﹤0.01%
+21
541
$8K ﹤0.01%
235
542
$8K ﹤0.01%
200
543
$8K ﹤0.01%
+80
544
$8K ﹤0.01%
+198
545
$8K ﹤0.01%
+152
546
$8K ﹤0.01%
500
547
$8K ﹤0.01%
+88
548
$8K ﹤0.01%
80
549
$8K ﹤0.01%
+59
550
$8K ﹤0.01%
+419