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 Buys

1
+$7.52M
2
+$5.6M
3
+$5.25M
4
NTG
Tortoise Midstream Energy Fund, Inc. Common Stock
NTG
+$3.54M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.51M

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
576
$7K ﹤0.01%
+140
577
$7K ﹤0.01%
71
-7
578
$7K ﹤0.01%
+102
579
$7K ﹤0.01%
+65
580
$7K ﹤0.01%
+222
581
$7K ﹤0.01%
+33
582
$7K ﹤0.01%
+288
583
$7K ﹤0.01%
+113
584
$7K ﹤0.01%
79
585
$6K ﹤0.01%
+151
586
$6K ﹤0.01%
40
+34
587
$6K ﹤0.01%
+38
588
$6K ﹤0.01%
+280
589
$6K ﹤0.01%
+94
590
$6K ﹤0.01%
+83
591
$6K ﹤0.01%
+69
592
$6K ﹤0.01%
+42
593
$6K ﹤0.01%
+99
594
$6K ﹤0.01%
+200
595
$6K ﹤0.01%
+30
596
$6K ﹤0.01%
+174
597
$6K ﹤0.01%
+22
598
$6K ﹤0.01%
+779
599
$6K ﹤0.01%
+47
600
$6K ﹤0.01%
+140
22 23
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