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
676
$3K ﹤0.01%
30
677
$3K ﹤0.01%
+16
678
$3K ﹤0.01%
+271
679
$3K ﹤0.01%
38
-1
680
$3K ﹤0.01%
+151
681
$3K ﹤0.01%
48
682
$3K ﹤0.01%
+25
683
$3K ﹤0.01%
90
684
$3K ﹤0.01%
15
+5
685
$3K ﹤0.01%
+18
686
$3K ﹤0.01%
106
687
$3K ﹤0.01%
24
688
$3K ﹤0.01%
41
689
$3K ﹤0.01%
20
690
$3K ﹤0.01%
23
691
$3K ﹤0.01%
+83
692
$3K ﹤0.01%
+175
693
$3K ﹤0.01%
+123
694
$3K ﹤0.01%
25
-4
695
$3K ﹤0.01%
25
+14
696
$3K ﹤0.01%
4
697
$2K ﹤0.01%
14
698
$2K ﹤0.01%
+43
699
$2K ﹤0.01%
3
700
$2K ﹤0.01%
+13
26 27
28
29 30