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
$424M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
874
New
Increased
Reduced
Closed

Top Buys

1 +$6.17M
2 +$4.86M
3 +$2.82M
4
IEUS icon
iShares MSCI Europe Small-Cap ETF
IEUS
+$2.47M
5
KRP icon
Kimbell Royalty Partners
KRP
+$2.4M

Sector Composition

1 Energy 8.52%
2 Technology 3.39%
3 Healthcare 2.07%
4 Financials 1.95%
5 Consumer Discretionary 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$8K ﹤0.01%
187
+36
527
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73
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80
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536
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+1,579
538
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541
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546
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291
+3
547
$8K ﹤0.01%
500
548
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2,400
549
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128
550
$8K ﹤0.01%
335