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
626
$4K ﹤0.01%
+108
627
$4K ﹤0.01%
13
628
$4K ﹤0.01%
29
629
$4K ﹤0.01%
66
630
$4K ﹤0.01%
17
+8
631
$4K ﹤0.01%
136
632
$4K ﹤0.01%
51
633
$4K ﹤0.01%
+101
634
$4K ﹤0.01%
20
+5
635
$4K ﹤0.01%
+100
636
$4K ﹤0.01%
136
-103
637
$4K ﹤0.01%
67
638
$4K ﹤0.01%
17
-1
639
$4K ﹤0.01%
36
640
$4K ﹤0.01%
9
+2
641
$4K ﹤0.01%
28
+12
642
$4K ﹤0.01%
42
643
$4K ﹤0.01%
50
644
$4K ﹤0.01%
15
645
$4K ﹤0.01%
100
646
$4K ﹤0.01%
15
+3
647
$4K ﹤0.01%
+43
648
$3K ﹤0.01%
+646
649
$3K ﹤0.01%
11
650
$3K ﹤0.01%
123
-115
24 25
26
27 28