LF

Lee Financial Portfolio holdings

AUM $709M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
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
+$4.48M
2
+$2.41M
3
+$2.04M
4
AAP icon
Advance Auto Parts
AAP
+$1.64M
5
TXN icon
Texas Instruments
TXN
+$1.59M

Top Sells

1
+$1.6M
2
+$1.13M
3
+$997K
4
CME icon
CME Group
CME
+$909K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$895K

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
526
$9K ﹤0.01%
+50
527
$9K ﹤0.01%
24
+12
528
$9K ﹤0.01%
+2,598
529
$8K ﹤0.01%
+49
530
$8K ﹤0.01%
+94
531
$8K ﹤0.01%
+176
532
$8K ﹤0.01%
2,400
533
$8K ﹤0.01%
+134
534
$8K ﹤0.01%
+57
535
$8K ﹤0.01%
600
536
$8K ﹤0.01%
+238
537
$8K ﹤0.01%
184
538
$8K ﹤0.01%
+225
539
$8K ﹤0.01%
165
540
$8K ﹤0.01%
17
+2
541
$8K ﹤0.01%
109
542
$8K ﹤0.01%
140
-5
543
$8K ﹤0.01%
+21
544
$8K ﹤0.01%
+83
545
$8K ﹤0.01%
115
+15
546
$8K ﹤0.01%
133
547
$7K ﹤0.01%
127
548
$7K ﹤0.01%
+29
549
$7K ﹤0.01%
+153
550
$7K ﹤0.01%
10
+4
20 21
22
23 24