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
601
$5K ﹤0.01%
+50
602
$5K ﹤0.01%
10
+4
603
$5K ﹤0.01%
75
604
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167
+5
605
$5K ﹤0.01%
96
606
$5K ﹤0.01%
150
607
$5K ﹤0.01%
20
608
$5K ﹤0.01%
104
609
$5K ﹤0.01%
27
610
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35
611
$5K ﹤0.01%
20
+9
612
$5K ﹤0.01%
26
+5
613
$5K ﹤0.01%
325
614
$4K ﹤0.01%
+43
615
$4K ﹤0.01%
+7
616
$4K ﹤0.01%
+20
617
$4K ﹤0.01%
40
618
$4K ﹤0.01%
44
-22
619
$4K ﹤0.01%
57
+27
620
$4K ﹤0.01%
178
621
$4K ﹤0.01%
89
622
$4K ﹤0.01%
97
-14
623
$4K ﹤0.01%
24
+3
624
$4K ﹤0.01%
24
+5
625
$4K ﹤0.01%
50
+26
23 24
25
26 27