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
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%
103
-48
586
$5K ﹤0.01%
74
+37
587
$5K ﹤0.01%
2
+1
588
$5K ﹤0.01%
7
-4
589
$5K ﹤0.01%
58
590
$5K ﹤0.01%
60
591
$5K ﹤0.01%
44
592
$5K ﹤0.01%
+117
593
$5K ﹤0.01%
75
+45
594
$5K ﹤0.01%
20
-4
595
$5K ﹤0.01%
+897
596
$5K ﹤0.01%
133
+1
597
$5K ﹤0.01%
50
598
$5K ﹤0.01%
46
599
$5K ﹤0.01%
+291
600
$5K ﹤0.01%
+22
22 23
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