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
601
$5K ﹤0.01%
+50
602
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10
+4
603
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75
604
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167
+5
605
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96
606
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150
607
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20
608
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104
609
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27
610
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35
611
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20
+9
612
$5K ﹤0.01%
26
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$5K ﹤0.01%
325
614
$4K ﹤0.01%
17
-1
615
$4K ﹤0.01%
36
616
$4K ﹤0.01%
9
+2
617
$4K ﹤0.01%
28
+12
618
$4K ﹤0.01%
42
619
$4K ﹤0.01%
+7
620
$4K ﹤0.01%
+20
621
$4K ﹤0.01%
40
622
$4K ﹤0.01%
44
-22
623
$4K ﹤0.01%
57
+27
624
$4K ﹤0.01%
178
625
$4K ﹤0.01%
89
23 24
25
26 27