LF

Lee Financial Portfolio holdings

AUM $709M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
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 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
601
$6K ﹤0.01%
+280
602
$6K ﹤0.01%
+99
603
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+200
604
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605
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607
$6K ﹤0.01%
+779
608
$5K ﹤0.01%
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610
$5K ﹤0.01%
132
611
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17
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614
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615
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616
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617
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619
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101
620
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621
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+374
622
$5K ﹤0.01%
+81
623
$5K ﹤0.01%
+36
624
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+83
625
$5K ﹤0.01%
+27