LF

Lee Financial Portfolio holdings

AUM $741M
1-Year Est. Return 17.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.68%
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
+$4.48M
2
+$2.41M
3
+$2.04M
4
AAP icon
Advance Auto Parts
AAP
+$1.64M
5
TXN icon
Texas Instruments
TXN
+$1.59M

Top Sells

1
+$1.6M
2
+$1.13M
3
+$997K
4
CME icon
CME Group
CME
+$909K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$895K

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
701
$2K ﹤0.01%
+19
702
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293
703
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+5
704
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10
705
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94
-85
706
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+29
707
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10
708
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+47
709
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710
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14
711
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+43
712
$2K ﹤0.01%
+14
713
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30
714
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50
-950
715
$2K ﹤0.01%
10
716
$2K ﹤0.01%
+338
717
$2K ﹤0.01%
+13
718
$2K ﹤0.01%
23
+10
719
$2K ﹤0.01%
+43
720
$2K ﹤0.01%
36
721
$2K ﹤0.01%
4
-6
722
$2K ﹤0.01%
62
723
$2K ﹤0.01%
12
724
$2K ﹤0.01%
29
725
$2K ﹤0.01%
42
27 28
29
30 31