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
526
$9K ﹤0.01%
198
-1,060
527
$9K ﹤0.01%
533
528
$9K ﹤0.01%
+50
529
$8K ﹤0.01%
+94
530
$8K ﹤0.01%
+57
531
$8K ﹤0.01%
600
532
$8K ﹤0.01%
+238
533
$8K ﹤0.01%
184
534
$8K ﹤0.01%
+134
535
$8K ﹤0.01%
+225
536
$8K ﹤0.01%
165
537
$8K ﹤0.01%
17
+2
538
$8K ﹤0.01%
109
539
$8K ﹤0.01%
140
-5
540
$8K ﹤0.01%
+21
541
$8K ﹤0.01%
+83
542
$8K ﹤0.01%
115
+15
543
$8K ﹤0.01%
150
544
$8K ﹤0.01%
+176
545
$8K ﹤0.01%
2,400
546
$8K ﹤0.01%
+49
547
$7K ﹤0.01%
127
548
$7K ﹤0.01%
+29
549
$7K ﹤0.01%
+153
550
$7K ﹤0.01%
10
+4