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
651
$3K ﹤0.01%
10
652
$3K ﹤0.01%
140
653
$3K ﹤0.01%
58
654
$3K ﹤0.01%
+33
655
$3K ﹤0.01%
38
656
$3K ﹤0.01%
+64
657
$3K ﹤0.01%
66
-4
658
$3K ﹤0.01%
323
659
$3K ﹤0.01%
+33
660
$3K ﹤0.01%
+9
661
$3K ﹤0.01%
66
662
$3K ﹤0.01%
+16
663
$3K ﹤0.01%
33
+10
664
$3K ﹤0.01%
22
665
$3K ﹤0.01%
95
666
$3K ﹤0.01%
45
667
$3K ﹤0.01%
15
668
$3K ﹤0.01%
32
+17
669
$3K ﹤0.01%
+4
670
$3K ﹤0.01%
+112
671
$3K ﹤0.01%
117
672
$3K ﹤0.01%
+4
673
$3K ﹤0.01%
195
674
$3K ﹤0.01%
81
+35
675
$3K ﹤0.01%
+46
25 26
27
28 29