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 Buys

1
+$7.52M
2
+$5.6M
3
+$5.25M
4
NTG
Tortoise Midstream Energy Fund, Inc. Common Stock
NTG
+$3.54M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.51M

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
676
$3K ﹤0.01%
+280
677
$3K ﹤0.01%
+45
678
$3K ﹤0.01%
+36
679
$3K ﹤0.01%
+39
680
$3K ﹤0.01%
40
681
$3K ﹤0.01%
+32
682
$3K ﹤0.01%
109
683
$3K ﹤0.01%
+26
684
$3K ﹤0.01%
330
685
$3K ﹤0.01%
+54
686
$3K ﹤0.01%
+70
687
$3K ﹤0.01%
+48
688
$3K ﹤0.01%
+42
689
$3K ﹤0.01%
+50
690
$3K ﹤0.01%
75
691
$3K ﹤0.01%
+800
692
$3K ﹤0.01%
44
693
$3K ﹤0.01%
150
694
$3K ﹤0.01%
+200
695
$3K ﹤0.01%
+135
696
$3K ﹤0.01%
+100
697
$2K ﹤0.01%
+600
698
$2K ﹤0.01%
+23
699
$2K ﹤0.01%
+6
700
$2K ﹤0.01%
+49
26 27
28
29 30