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
551
$7K ﹤0.01%
+73
552
$7K ﹤0.01%
25
+8
553
$7K ﹤0.01%
305
-5
554
$7K ﹤0.01%
80
555
$7K ﹤0.01%
117
+96
556
$7K ﹤0.01%
334
+157
557
$7K ﹤0.01%
101
558
$7K ﹤0.01%
237
559
$7K ﹤0.01%
172
+4
560
$7K ﹤0.01%
163
+1
561
$7K ﹤0.01%
+49
562
$7K ﹤0.01%
132
563
$7K ﹤0.01%
90
+28
564
$6K ﹤0.01%
135
-5
565
$6K ﹤0.01%
116
566
$6K ﹤0.01%
38
567
$6K ﹤0.01%
252
568
$6K ﹤0.01%
181
-19
569
$6K ﹤0.01%
26
+15
570
$6K ﹤0.01%
+49
571
$6K ﹤0.01%
57
+5
572
$6K ﹤0.01%
44
573
$6K ﹤0.01%
+214
574
$6K ﹤0.01%
+70
575
$6K ﹤0.01%
160
+53
21 22
23
24 25