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
$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
576
$6K ﹤0.01%
224
577
$6K ﹤0.01%
95
578
$6K ﹤0.01%
68
+10
579
$6K ﹤0.01%
86
580
$6K ﹤0.01%
+104
581
$6K ﹤0.01%
+185
582
$6K ﹤0.01%
82
+24
583
$6K ﹤0.01%
1,500
584
$6K ﹤0.01%
+68
585
$5K ﹤0.01%
+291
586
$5K ﹤0.01%
103
-48
587
$5K ﹤0.01%
74
+37
588
$5K ﹤0.01%
2
+1
589
$5K ﹤0.01%
7
-4
590
$5K ﹤0.01%
58
591
$5K ﹤0.01%
60
592
$5K ﹤0.01%
44
593
$5K ﹤0.01%
+117
594
$5K ﹤0.01%
75
+45
595
$5K ﹤0.01%
20
-4
596
$5K ﹤0.01%
+897
597
$5K ﹤0.01%
133
+1
598
$5K ﹤0.01%
50
599
$5K ﹤0.01%
46
600
$5K ﹤0.01%
+22
22 23
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